Montag & Associates’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 | $50K | Hold |
5,740
| – | – | ﹤0.01% | 581 |
|
|
2025
Q1 | $45.7K | Hold |
5,740
| – | – | ﹤0.01% | 632 |
|
|
2024
Q4 | $52.2K | Hold |
5,740
| – | – | ﹤0.01% | 604 |
|
|
2024
Q3 | $52.7K | Hold |
5,740
| – | – | ﹤0.01% | 608 |
|
|
2024
Q2 | $56.1K | Sell |
5,740
-14
| -0.2% | -$137 | ﹤0.01% | 573 |
|
|
2024
Q1 | $86.9K | Hold |
5,754
| – | – | ﹤0.01% | 503 |
|
|
2023
Q4 | $124K | Hold |
5,754
| – | – | 0.01% | 448 |
|
|
2023
Q3 | $107K | Hold |
5,754
| – | – | 0.01% | 449 |
|
|
2023
Q2 | $146K | Hold |
5,754
| – | – | 0.01% | 429 |
|
|
2023
Q1 | $149K | Hold |
5,754
| – | – | 0.01% | 418 |
|
|
2022
Q4 | $136K | Hold |
5,754
| – | – | 0.01% | 425 |
|
|
2022
Q3 | $146K | Sell |
5,754
-2,136
| -27% | -$54.2K | 0.01% | 395 |
|
|
2022
Q2 | $262K | Sell |
7,890
-33
| -0.4% | -$1.1K | 0.02% | 331 |
|
|
2022
Q1 | $571K | Buy |
7,923
+41
| +0.5% | +$2.96K | 0.03% | 277 |
|
|
2021
Q4 | $724K | Buy |
7,882
+223
| +3% | +$20.5K | 0.04% | 263 |
|
|
2021
Q3 | $971K | Buy |
7,659
+21
| +0.3% | +$2.66K | 0.05% | 228 |
|
|
2021
Q2 | $1.27M | Sell |
7,638
-108
| -1% | -$18K | 0.07% | 208 |
|
|
2021
Q1 | $1.41M | Buy |
7,746
+1,815
| +31% | +$330K | 0.08% | 202 |
|
|
2020
Q4 | $1.19M | Buy |
5,931
+163
| +3% | +$32.6K | 0.07% | 195 |
|
|
2020
Q3 | $1.27M | Buy |
5,768
+28
| +0.5% | +$6.14K | 0.1% | 164 |
|
|
2020
Q2 | $1.1M | Hold |
5,740
| – | – | 0.1% | 167 |
|
|
2020
Q1 | $890K | Hold |
5,740
| – | – | 0.09% | 179 |
|
|
2019
Q4 | $481K | Hold |
5,740
| – | – | 0.04% | 230 |
|
|
2019
Q3 | $389K | Hold |
5,740
| – | – | 0.03% | 238 |
|
|
2019
Q2 | $381K | Hold |
5,740
| – | – | 0.03% | 241 |
|
|
2019
Q1 | $319K | Hold |
5,740
| – | – | 0.03% | 252 |
|
|
2018
Q4 | $285K | Hold |
5,740
| – | – | 0.03% | 244 |
|
|
2018
Q3 | $496K | Hold |
5,740
| – | – | 0.04% | 238 |
|
|
2018
Q2 | $333K | Hold |
5,740
| – | – | 0.03% | 238 |
|
|
2018
Q1 | $231K | Hold |
5,740
| – | – | 0.02% | 261 |
|
|
2017
Q4 | $200K | Buy |
+5,740
| New | +$200K | 0.02% | 264 |
|