Mission Wealth Management’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	$87.1K	Buy	15,979 +100	+0.6%	+$561	﹤0.01%	718
2025 Q4	$111K	Buy	15,879 +148	+0.9%	+$1.16K	﹤0.01%	720
2025 Q3	$122K	Buy	15,731 +100	+0.6%	+$781	﹤0.01%	687
2025 Q2	$136K	Buy	15,631 +2	+0%	+$14	﹤0.01%	666
2025 Q1	$124K	Buy	15,629 +400	+3%	+$4.05K	﹤0.01%	651
2024 Q4	$138K	Sell	15,229 -80	-0.5%	-$772	﹤0.01%	637
2024 Q3	$141K	Sell	15,309 -907	-6%	-$7.51K	﹤0.01%	653
2024 Q2	$159K	Buy	16,216 +778	+5%	+$9.49K	﹤0.01%	629
2024 Q1	$233K	Hold	15,438	–	–	0.01%	604
2023 Q4	$333K	Sell	15,438 -8	-0.1%	-$148	0.01%	454
2023 Q3	$287K	Sell	15,446 -151	-1%	-$3.52K	0.01%	449
2023 Q2	$395K	Buy	15,597 +100	+0.6%	+$2.52K	0.02%	396
2023 Q1	$401K	Sell	15,497 -30	-0.2%	-$803	0.02%	385
2022 Q4	$367K	Buy	15,527 +213	+1%	+$5.74K	0.02%	386
2022 Q3	$388K	Sell	15,314 -67	-0.4%	-$2.35K	0.02%	340
2022 Q2	$511K	Buy	15,381 +3	+0%	+$127	0.03%	291
2022 Q1	$1.11M	Sell	15,378 -42	-0.3%	-$3.03K	0.05%	184
2021 Q4	$1.42M	Sell	15,420 -1	-0%	-$120	0.06%	148
2021 Q3	$1.96M	Buy	15,421 +19	+0.1%	+$2.77K	0.1%	109
2021 Q2	$2.56M	Sell	15,402 -13	-0.1%	-$2.11K	0.14%	83
2021 Q1	$2.8M	Buy	+15,415	New	+$3.58M	0.16%	73