Summit Trail Advisors’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 | – | Sell |
-17,978
| Closed | -$143K | – | 1143 |
|
|
2025
Q1 | $143K | Buy |
17,978
+7,819
| +77% | +$62.2K | ﹤0.01% | 395 |
|
|
2024
Q4 | $92.3K | Buy |
+10,159
| New | +$92.3K | ﹤0.01% | 383 |
|
|
2022
Q2 | – | Sell |
-6,161
| Closed | -$444K | – | 414 |
|
|
2022
Q1 | $444K | Buy |
6,161
+2,956
| +92% | +$213K | 0.04% | 192 |
|
|
2021
Q4 | $294K | Buy |
3,205
+265
| +9% | +$24.3K | 0.02% | 234 |
|
|
2021
Q3 | $373K | Sell |
2,940
-79
| -3% | -$10K | 0.03% | 184 |
|
|
2021
Q2 | $502K | Buy |
3,019
+833
| +38% | +$139K | 0.04% | 139 |
|
|
2021
Q1 | $397K | Sell |
2,186
-14
| -0.6% | -$2.54K | 0.04% | 136 |
|
|
2020
Q4 | $440K | Buy |
+2,200
| New | +$440K | 0.06% | 123 |
|
|
2018
Q4 | – | Sell |
-2,519
| Closed | -$218K | – | 211 |
|
|
2018
Q3 | $218K | Sell |
2,519
-67
| -3% | -$5.8K | 0.05% | 181 |
|
|
2018
Q2 | $150K | Buy |
+2,586
| New | +$150K | 0.05% | 163 |
|
|
2018
Q1 | – | Sell |
-1,884
| Closed | -$66K | – | 1518 |
|
|
2017
Q4 | $66K | Buy |
+1,884
| New | +$66K | 0.01% | 748 |
|