Alta Wealth Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-870
| Closed | -$202K | – | 132 |
|
|
2024
Q1 | $202K | Buy |
+870
| New | +$202K | 0.1% | 127 |
|
|
2022
Q1 | – | Sell |
-3,628
| Closed | -$927K | – | 162 |
|
|
2021
Q4 | $927K | Buy |
3,628
+82
| +2% | +$21K | 0.57% | 56 |
|
|
2021
Q3 | $1.02M | Sell |
3,546
-20
| -0.6% | -$5.76K | 0.74% | 43 |
|
|
2021
Q2 | $1.11M | Sell |
3,566
-19
| -0.5% | -$5.91K | 0.81% | 36 |
|
|
2021
Q1 | $937K | Hold |
3,585
| – | – | 0.78% | 42 |
|
|
2020
Q4 | $976K | Buy |
+3,585
| New | +$976K | 0.82% | 38 |
|