CarsonAllaria Wealth Management’s Teladoc Health TDOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-515	Closed	-$4.49K	–	304
2025 Q2	$4.49K	Sell	515 -414	-45%	-$3K	﹤0.01%	291
2025 Q1	$7.39K	Buy	929 +169	+22%	+$1.71K	﹤0.01%	269
2024 Q4	$6.91K	Hold	760	–	–	﹤0.01%	271
2024 Q3	$6.98K	Sell	760 -153	-17%	-$1.27K	﹤0.01%	288
2024 Q2	$8.93K	Buy	913 +254	+39%	+$3.1K	0.01%	258
2024 Q1	$9.95K	Sell	659 -70	-10%	-$1.27K	0.01%	249
2023 Q4	$15.7K	Buy	729 +73	+11%	+$1.35K	0.01%	187
2023 Q3	$12.2K	Sell	656 -54	-8%	-$1.26K	0.01%	194
2023 Q2	$18K	Buy	710 +39	+6%	+$982	0.01%	177
2023 Q1	$17.4K	Buy	671 +55	+9%	+$1.47K	0.01%	178
2022 Q4	$15K	Buy	616 +2	+0.3%	+$54	0.01%	172
2022 Q3	$16K	Buy	614 +92	+18%	+$3.23K	0.01%	160
2022 Q2	$17K	Buy	522 +213	+69%	+$9.05K	0.02%	157
2022 Q1	$22K	Sell	309 -19	-6%	-$1.37K	0.02%	158
2021 Q4	$30K	Buy	+328	New	+$39.2K	0.03%	150