American Trust’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 | $319K | Buy |
+1,109
| New | +$319K | 0.03% | 212 |
|
|
2024
Q3 | – | Sell |
-1,587
| Closed | -$290K | – | 286 |
|
|
2024
Q2 | $290K | Sell |
1,587
-2,214
| -58% | -$405K | 0.02% | 172 |
|
|
2024
Q1 | $881K | Sell |
3,801
-280
| -7% | -$64.9K | 0.07% | 100 |
|
|
2023
Q4 | $786K | Sell |
4,081
-592
| -13% | -$114K | 0.06% | 103 |
|
|
2023
Q3 | $951K | Sell |
4,673
-1,194
| -20% | -$243K | 0.07% | 103 |
|
|
2023
Q2 | $1.16M | Buy |
5,867
+4,674
| +392% | +$924K | 0.08% | 126 |
|
|
2023
Q1 | $219K | Buy |
+1,193
| New | +$219K | 0.02% | 394 |
|
|
2022
Q4 | – | Sell |
-4,133
| Closed | -$681K | – | 483 |
|
|
2022
Q3 | $681K | Sell |
4,133
-5,176
| -56% | -$853K | 0.06% | 155 |
|
|
2022
Q2 | $1.84M | Buy |
9,309
+1,530
| +20% | +$303K | 0.15% | 102 |
|
|
2022
Q1 | $1.65M | Buy |
7,779
+3,197
| +70% | +$679K | 0.11% | 114 |
|
|
2021
Q4 | $1.17M | Buy |
+4,582
| New | +$1.17M | 0.09% | 96 |
|