Weatherly Asset 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
2022
Q2
Sell
-6,397
Closed -$461K 196
2022
Q1
$461K Sell
6,397
-150
-2% -$10.8K 0.05% 148
2021
Q4
$601K Sell
6,547
-1,380
-17% -$165K 0.07% 139
2021
Q3
$1M Hold
7,927
0.12% 113
2021
Q2
$1.32M Sell
7,927
-45
-0.6% -$7.29K 0.17% 98
2021
Q1
$1.45M Buy
7,972
+220
+3% +$51K 0.2% 87
2020
Q4
$1.55M Buy
7,752
+20
+0.3% +$4.07K 0.22% 79
2020
Q3
$1.7M Buy
7,732
+1,495
+24% +$317K 0.27% 67
2020
Q2
$1.19M Buy
6,237
+3,312
+113% +$580K 0.21% 81
2020
Q1
$453K Buy
+2,925
New +$340K 0.1% 125

Other funds holding TDOC