Corient Private Wealth’s Teladoc Health TDOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Buy
17,180
+4,004
+30% +$34.8K ﹤0.01% 2374
2025
Q1
$105K Sell
13,176
-12,593
-49% -$100K ﹤0.01% 2164
2024
Q4
$234K Sell
25,769
-6,175
-19% -$56.1K ﹤0.01% 2028
2024
Q3
$293K Sell
31,944
-557
-2% -$5.11K ﹤0.01% 1997
2024
Q2
$318K Buy
+32,501
New +$318K ﹤0.01% 1864
2024
Q1
Sell
-9,285
Closed -$200K 2357
2023
Q4
$200K Buy
+9,285
New +$200K ﹤0.01% 2077
2023
Q3
Sell
-15,889
Closed -$402K 2214
2023
Q2
$402K Sell
15,889
-1,536
-9% -$38.9K ﹤0.01% 1550
2023
Q1
$452K Buy
+17,425
New +$452K ﹤0.01% 1421