Summit Trail Advisors’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
$405K Buy
2025
Q2
Sell
2025
Q1
$143K Buy
2024
Q4
$92.3K Buy
2022
Q2
Sell
2022
Q1
$444K Buy
2021
Q4
$294K Buy
2021
Q3
$373K Sell
2021
Q2
$502K Buy
2021
Q1
$397K Sell
2020
Q4
$440K Buy
2018
Q4
Sell
2018
Q3
$218K Sell
2018
Q2
$150K Buy
2018
Q1
Sell
2017
Q4
$66K Buy