Kestra Private Wealth Services’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
$225K Sell
25,839
-6,688
-21% -$58.3K ﹤0.01% 1448
2025
Q1
$259K Buy
+32,527
New +$259K ﹤0.01% 1266
2024
Q1
Sell
-14,641
Closed -$316K 1358
2023
Q4
$316K Sell
14,641
-1,465
-9% -$31.6K 0.01% 922
2023
Q3
$299K Buy
16,106
+2,933
+22% +$54.5K 0.01% 867
2023
Q2
$334K Buy
13,173
+5,010
+61% +$127K 0.01% 780
2023
Q1
$211K Buy
+8,163
New +$211K 0.01% 905
2022
Q4
Sell
-9,336
Closed -$237K 983
2022
Q3
$237K Buy
9,336
+2,099
+29% +$53.3K 0.01% 723
2022
Q2
$240K Sell
7,237
-942
-12% -$31.2K 0.01% 733
2022
Q1
$590K Buy
+8,179
New +$590K 0.03% 521
2021
Q4
Sell
-2,220
Closed -$282K 1026
2021
Q3
$282K Sell
2,220
-191
-8% -$24.3K 0.02% 731
2021
Q2
$401K Sell
2,411
-345
-13% -$57.4K 0.02% 572
2021
Q1
$501K Sell
2,756
-1,168
-30% -$212K 0.03% 450
2020
Q4
$799K Buy
3,924
+1,648
+72% +$336K 0.06% 325
2020
Q3
$499K Buy
+2,276
New +$499K 0.04% 380