EWM
Empirical Wealth Management’s Teladoc Health TDOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,102
| Closed | -$128K | – | 710 |
|
|
2024
Q4 | $128K | Sell |
14,102
-1,569
| -10% | -$14.3K | ﹤0.01% | 592 |
|
|
2024
Q3 | $144K | Buy |
+15,671
| New | +$144K | ﹤0.01% | 545 |
|
|
2021
Q2 | – | Sell |
-5,586
| Closed | -$1.02M | – | 454 |
|
|
2021
Q1 | $1.02M | Buy |
5,586
+4,216
| +308% | +$766K | 0.08% | 152 |
|
|
2020
Q4 | $274K | Buy |
+1,370
| New | +$274K | 0.02% | 312 |
|