JFS Wealth Advisors’s Teladoc Health TDOC Stock Holding History

JFS Wealth Advisors’s Portfolio TDOC Stock Details TDOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4	Closed	-$35	–	1937
2025 Q2	$35	Sell	4 -91	-96%	-$660	﹤0.01%	1843
2025 Q1	$757	Buy	95 +88	+1,257%	+$890	﹤0.01%	1702
2024 Q4	$64	Hold	7	–	–	﹤0.01%	1903
2024 Q3	$65	Sell	7 -15	-68%	-$124	﹤0.01%	1921
2024 Q2	$216	Sell	22 -47	-68%	-$573	﹤0.01%	1890
2024 Q1	$1.04K	Hold	69	–	–	﹤0.01%	1650
2023 Q4	$1.49K	Buy	69 +60	+667%	+$1.11K	﹤0.01%	1537
2023 Q3	$168	Sell	9 -29	-76%	-$677	﹤0.01%	1880
2023 Q2	$963	Sell	38 -15	-28%	-$378	﹤0.01%	1620
2023 Q1	$1.37K	Buy	53 +6	+13%	+$161	﹤0.01%	1497
2022 Q4	$1.11K	Hold	47	–	–	﹤0.01%	1572
2022 Q3	$1K	Sell	47 -17	-27%	-$596	﹤0.01%	1654
2022 Q2	$2K	Buy	64 +38	+146%	+$1.61K	﹤0.01%	1390
2022 Q1	$2K	Buy	26 +4	+18%	+$288	﹤0.01%	1501
2021 Q4	$2K	Sell	22 -34	-61%	-$4.06K	﹤0.01%	1168
2021 Q3	$7K	Buy	56 +50	+833%	+$7.28K	﹤0.01%	691
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	584
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	576
2020 Q4	$1K	Buy	6 +3	+100%	+$610	﹤0.01%	563
2020 Q3	$1K	Buy	+3	New	+$635	﹤0.01%	545

Other funds holding TDOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return