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 |
|