EverSource Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.8K	Buy	5,657 +4,945	+695%	+$27.7K	﹤0.01%	2231
2025 Q4	$4.98K	Buy	712 +111	+18%	+$869	﹤0.01%	3120
2025 Q3	$4.65K	Buy	601 +504	+520%	+$3.93K	﹤0.01%	3192
2025 Q2	$845	Sell	97 -69	-42%	-$500	﹤0.01%	3772
2025 Q1	$1.32K	Sell	166 -67	-29%	-$678	﹤0.01%	3112
2024 Q4	$2.12K	Buy	233 +67	+40%	+$647	﹤0.01%	2691
2024 Q3	$1.52K	Buy	166 +158	+1,975%	+$1.31K	﹤0.01%	2617
2024 Q2	$75	Sell	8 -154	-95%	-$1.88K	﹤0.01%	3006
2024 Q1	$2.07K	Sell	162 -212	-57%	-$3.85K	﹤0.01%	2377
2023 Q4	$8.06K	Sell	374 -431	-54%	-$7.95K	﹤0.01%	1662
2023 Q3	$15K	Sell	805 -95	-11%	-$2.22K	﹤0.01%	1244
2023 Q2	$22.8K	Hold	900	–	–	﹤0.01%	1106
2023 Q1	$23.3K	Sell	900 -175	-16%	-$4.68K	﹤0.01%	1018
2022 Q4	$25.4K	Buy	+1,075	New	+$29K	﹤0.01%	990
2022 Q1	–	Sell	-77	Closed	-$7K	–	1843
2021 Q4	$7K	Buy	+77	New	+$9.2K	﹤0.01%	1138