Creative Planning’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
$166K Sell
19,105
-52,991
-74% -$462K ﹤0.01% 3280
2025
Q1
$574K Sell
72,096
-24,939
-26% -$199K ﹤0.01% 2160
2024
Q4
$882K Buy
97,035
+32,910
+51% +$299K ﹤0.01% 1732
2024
Q3
$589K Buy
64,125
+41,602
+185% +$382K ﹤0.01% 1960
2024
Q2
$220K Sell
22,523
-534
-2% -$5.22K ﹤0.01% 2597
2024
Q1
$348K Sell
23,057
-840
-4% -$12.7K ﹤0.01% 2115
2023
Q4
$515K Buy
23,897
+999
+4% +$21.5K ﹤0.01% 1694
2023
Q3
$426K Sell
22,898
-1,279
-5% -$23.8K ﹤0.01% 1661
2023
Q2
$612K Sell
24,177
-5,338
-18% -$135K ﹤0.01% 1423
2023
Q1
$764K Sell
29,515
-2,788
-9% -$72.2K ﹤0.01% 1217
2022
Q4
$764K Buy
32,303
+11,579
+56% +$274K ﹤0.01% 1167
2022
Q3
$525K Sell
20,724
-29,931
-59% -$758K ﹤0.01% 1301
2022
Q2
$1.68M Buy
50,655
+38,403
+313% +$1.28M ﹤0.01% 773
2022
Q1
$885K Buy
12,252
+4,693
+62% +$339K ﹤0.01% 1044
2021
Q4
$694K Sell
7,559
-4,147
-35% -$381K ﹤0.01% 1123
2021
Q3
$1.48M Sell
11,706
-749
-6% -$95K ﹤0.01% 779
2021
Q2
$2.07M Sell
12,455
-4,361
-26% -$725K ﹤0.01% 671
2021
Q1
$3.06M Sell
16,816
-6,885
-29% -$1.25M 0.01% 543
2020
Q4
$4.74M Buy
23,701
+11,212
+90% +$2.24M 0.01% 382
2020
Q3
$2.74M Buy
12,489
+1,499
+14% +$329K 0.01% 457
2020
Q2
$2.1M Buy
10,990
+854
+8% +$163K 0.01% 474
2020
Q1
$1.57M Buy
10,136
+5,281
+109% +$819K 0.01% 494
2019
Q4
$406K Buy
4,855
+67
+1% +$5.6K ﹤0.01% 1217
2019
Q3
$324K Sell
4,788
-755
-14% -$51.1K ﹤0.01% 1306
2019
Q2
$368K Sell
5,543
-2,229
-29% -$148K ﹤0.01% 1236
2019
Q1
$432K Buy
7,772
+1,667
+27% +$92.7K ﹤0.01% 1112
2018
Q4
$303K Buy
6,105
+1,506
+33% +$74.7K ﹤0.01% 1220
2018
Q3
$397K Buy
+4,599
New +$397K ﹤0.01% 1210
2017
Q3
Sell
-75
Closed -$3K 3421
2017
Q2
$3K Sell
75
-108
-59% -$4.32K ﹤0.01% 4123
2017
Q1
$5K Buy
183
+7
+4% +$191 ﹤0.01% 3913
2016
Q4
$3K Buy
176
+76
+76% +$1.3K ﹤0.01% 4073
2016
Q3
$2K Buy
+100
New +$2K ﹤0.01% 4122