Annis Gardner Whiting Capital Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,100
| Closed | -$442K | – | 829 |
|
|
2024
Q4 | $442K | Hold |
2,100
| – | – | 0.12% | 140 |
|
|
2024
Q3 | $441K | Sell |
2,100
-102
| -5% | -$21.4K | 0.12% | 140 |
|
|
2024
Q2 | $403K | Buy |
2,202
+380
| +21% | +$69.5K | 0.11% | 156 |
|
|
2024
Q1 | $422K | Buy |
1,822
+102
| +6% | +$23.6K | 0.15% | 113 |
|
|
2023
Q4 | $331K | Hold |
1,720
| – | – | 0.15% | 115 |
|
|
2023
Q3 | $350K | Buy |
+1,720
| New | +$350K | 0.19% | 98 |
|