AFT Forsyth & Company’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
944
-180
| -16% | -$51.8K | 0.14% | 99 |
|
|
2025
Q1 | $260K | Sell |
1,124
-220
| -16% | -$51K | 0.14% | 115 |
|
|
2024
Q4 | $283K | Sell |
1,344
-100
| -7% | -$21K | 0.14% | 112 |
|
|
2024
Q3 | $303K | Buy |
1,444
+1,300
| +903% | +$273K | 0.15% | 109 |
|
|
2024
Q2 | $264K | Sell |
144
-1,370
| -90% | -$2.51M | 0.13% | 122 |
|
|
2024
Q1 | $351K | Sell |
1,514
-345
| -19% | -$79.9K | 0.2% | 102 |
|
|
2023
Q4 | $358K | Hold |
1,859
| – | – | 0.23% | 97 |
|
|
2023
Q3 | $378K | Sell |
1,859
-45
| -2% | -$9.16K | 0.28% | 92 |
|
|
2023
Q2 | $376K | Sell |
1,904
-60
| -3% | -$11.9K | 0.27% | 94 |
|
|
2023
Q1 | $361K | Hold |
1,964
| – | – | 0.28% | 102 |
|
|
2022
Q4 | $317K | Hold |
1,964
| – | – | 0.27% | 102 |
|
|
2022
Q3 | $324K | Hold |
1,964
| – | – | 0.29% | 102 |
|
|
2022
Q2 | $389K | Sell |
1,964
-440
| -18% | -$87.1K | 0.31% | 93 |
|
|
2022
Q1 | $511K | Sell |
2,404
-175
| -7% | -$37.2K | 0.33% | 89 |
|
|
2021
Q4 | $659K | Sell |
2,579
-100
| -4% | -$25.6K | 0.34% | 86 |
|
|
2021
Q3 | $772K | Buy |
2,679
+100
| +4% | +$28.8K | 0.41% | 72 |
|
|
2021
Q2 | $802K | Buy |
2,579
+200
| +8% | +$62.2K | 0.43% | 75 |
|
|
2021
Q1 | $621K | Buy |
2,379
+230
| +11% | +$60K | 0.37% | 94 |
|
|
2020
Q4 | $585K | Buy |
2,149
+230
| +12% | +$62.6K | 0.37% | 94 |
|
|
2020
Q3 | $540K | Buy |
1,919
+672
| +54% | +$189K | 0.4% | 76 |
|
|
2020
Q2 | $292K | Buy |
+1,247
| New | +$292K | 0.25% | 104 |
|
|
2018
Q1 | – | Sell |
-6,975
| Closed | -$386K | – | 147 |
|
|
2017
Q4 | $386K | Buy |
+6,975
| New | +$386K | 0.38% | 91 |
|