Williams Jones Wealth Management’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-22,070
| Closed | -$2.8M | – | 520 |
|
|
2021
Q3 | $2.8M | Sell |
22,070
-3,423
| -13% | -$434K | 0.04% | 171 |
|
|
2021
Q2 | $4.24M | Sell |
25,493
-12,431
| -33% | -$2.07M | 0.06% | 148 |
|
|
2021
Q1 | $6.89M | Buy |
37,924
+4,854
| +15% | +$882K | 0.11% | 119 |
|
|
2020
Q4 | $6.61M | Buy |
33,070
+11,611
| +54% | +$2.32M | 0.11% | 110 |
|
|
2020
Q3 | $4.71M | Buy |
21,459
+14,674
| +216% | +$3.22M | 0.09% | 118 |
|
|
2020
Q2 | $1.3M | Buy |
+6,785
| New | +$1.3M | 0.03% | 182 |
|