Crestwood Advisors Group’s Teladoc Health TDOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,605
Closed -$239K 306
2021
Q4
$239K Sell
2,605
-500
-16% -$45.9K 0.01% 270
2021
Q3
$394K Sell
3,105
-1,620
-34% -$206K 0.01% 211
2021
Q2
$786K Sell
4,725
-1,158
-20% -$193K 0.02% 169
2021
Q1
$1.07M Sell
5,883
-232
-4% -$42.2K 0.03% 147
2020
Q4
$1.22M Buy
6,115
+3,718
+155% +$744K 0.04% 135
2020
Q3
$526K Buy
2,397
+375
+19% +$82.3K 0.02% 166
2020
Q2
$386K Buy
2,022
+645
+47% +$123K 0.02% 179
2020
Q1
$213K Buy
+1,377
New +$213K 0.01% 203