Cresset Asset Management’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
Sell
-10,353
Closed -$82.4K 1752
2025
Q1
$82.4K Sell
10,353
-11,881
-53% -$94.6K ﹤0.01% 1603
2024
Q4
$202K Sell
22,234
-83,430
-79% -$758K ﹤0.01% 1538
2024
Q3
$970K Buy
105,664
+41,541
+65% +$381K ﹤0.01% 1152
2024
Q2
$627K Buy
64,123
+8,219
+15% +$80.4K ﹤0.01% 1301
2024
Q1
$844K Sell
55,904
-3,290
-6% -$49.7K ﹤0.01% 1044
2023
Q4
$1.28M Buy
59,194
+8,200
+16% +$177K 0.01% 778
2023
Q3
$948K Sell
50,994
-9
-0% -$167 ﹤0.01% 846
2023
Q2
$1.29M Buy
+51,003
New +$1.29M ﹤0.01% 693
2022
Q4
Sell
-23,751
Closed -$602K 876
2022
Q3
$602K Buy
23,751
+692
+3% +$17.5K 0.01% 464
2022
Q2
$766K Sell
23,059
-304
-1% -$10.1K 0.01% 433
2022
Q1
$1.69M Buy
23,363
+875
+4% +$63.1K 0.02% 277
2021
Q4
$2.06M Sell
22,488
-1,379
-6% -$127K 0.02% 294
2021
Q3
$3.03M Buy
23,867
+895
+4% +$114K 0.04% 163
2021
Q2
$3.82M Buy
22,972
+5,036
+28% +$838K 0.05% 137
2021
Q1
$3.26M Buy
17,936
+11,333
+172% +$2.06M 0.05% 129
2020
Q4
$1.32M Buy
6,603
+2,770
+72% +$554K 0.02% 204
2020
Q3
$841K Buy
+3,833
New +$841K 0.02% 256
2019
Q2
Sell
-113
Closed -$6K 1558
2019
Q1
$6K Buy
113
+30
+36% +$1.59K ﹤0.01% 1317
2018
Q4
$4K Buy
+83
New +$4K ﹤0.01% 1121