Advisory Resource Group’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,358
Closed -$683K 157
2023
Q3
$683K Sell
3,358
-313
-9% -$63.7K 0.18% 91
2023
Q2
$726K Buy
3,671
+400
+12% +$79.1K 0.2% 74
2023
Q1
$601K Buy
3,271
+273
+9% +$50.2K 0.17% 96
2022
Q4
$484K Buy
2,998
+821
+38% +$132K 0.14% 109
2022
Q3
$359K Sell
2,177
-410
-16% -$67.6K 0.12% 99
2022
Q2
$512K Buy
2,587
+704
+37% +$139K 0.17% 65
2022
Q1
$400K Buy
1,883
+267
+17% +$56.7K 0.12% 93
2021
Q4
$382K Buy
1,616
+525
+48% +$124K 0.13% 90
2021
Q3
$314K Buy
1,091
+78
+8% +$22.4K 0.12% 104
2021
Q2
$315K Buy
+1,013
New +$315K 0.13% 103