Kestra Private Wealth Services’s Teladoc Health TDOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-25,839	Closed	-$225K	–	1751
2025 Q2	$225K	Sell	25,839 -6,688	-21%	-$48.5K	﹤0.01%	1454
2025 Q1	$259K	Buy	+32,527	New	+$329K	﹤0.01%	1268
2024 Q1	–	Sell	-14,641	Closed	-$316K	–	1358
2023 Q4	$316K	Sell	14,641 -1,465	-9%	-$27K	0.01%	922
2023 Q3	$299K	Buy	16,106 +2,933	+22%	+$68.5K	0.01%	867
2023 Q2	$334K	Buy	13,173 +5,010	+61%	+$126K	0.01%	780
2023 Q1	$211K	Buy	+8,163	New	+$218K	0.01%	905
2022 Q4	–	Sell	-9,336	Closed	-$237K	–	983
2022 Q3	$237K	Buy	9,336 +2,099	+29%	+$73.6K	0.01%	723
2022 Q2	$240K	Sell	7,237 -942	-12%	-$40K	0.01%	733
2022 Q1	$590K	Buy	+8,179	New	+$589K	0.03%	521
2021 Q4	–	Sell	-2,220	Closed	-$282K	–	1026
2021 Q3	$282K	Sell	2,220 -191	-8%	-$27.8K	0.02%	731
2021 Q2	$401K	Sell	2,411 -345	-13%	-$55.9K	0.02%	572
2021 Q1	$501K	Sell	2,756 -1,168	-30%	-$271K	0.03%	450
2020 Q4	$799K	Buy	3,924 +1,648	+72%	+$335K	0.06%	325
2020 Q3	$499K	Buy	+2,276	New	+$482K	0.04%	380