Arlington Financial 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
Q2 | $338K | Sell |
1,173
-400
| -25% | -$115K | 0.06% | 68 |
|
|
2025
Q1 | $364K | Buy |
1,573
+400
| +34% | +$92.7K | 0.06% | 81 |
|
|
2024
Q4 | $247K | Hold |
1,173
| – | – | 0.05% | 84 |
|
|
2024
Q3 | $246K | Buy |
1,173
+31
| +3% | +$6.51K | 0.05% | 66 |
|
|
2024
Q2 | $209K | Hold |
1,142
| – | – | 0.05% | 68 |
|
|
2024
Q1 | $265K | Hold |
1,142
| – | – | 0.06% | 67 |
|
|
2023
Q4 | $220K | Buy |
1,142
+105
| +10% | +$20.2K | 0.07% | 75 |
|
|
2023
Q3 | $211K | Hold |
1,037
| – | – | 0.07% | 56 |
|
|
2023
Q2 | $205K | Buy |
+1,037
| New | +$205K | 0.07% | 56 |
|
|
2021
Q4 | – | Sell |
-770
| Closed | -$222K | – | 82 |
|
|
2021
Q3 | $222K | Hold |
770
| – | – | 0.09% | 54 |
|
|
2021
Q2 | $239K | Buy |
+770
| New | +$239K | 0.09% | 59 |
|