Ascent Wealth Partners’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,043
| Closed | -$1.28M | – | 160 |
|
|
2022
Q1 | $1.28M | Sell |
6,043
-369
| -6% | -$78.4K | 0.24% | 75 |
|
|
2021
Q4 | $1.64M | Sell |
6,412
-55
| -0.9% | -$14.1K | 0.29% | 69 |
|
|
2021
Q3 | $1.86M | Sell |
6,467
-46
| -0.7% | -$13.3K | 0.36% | 61 |
|
|
2021
Q2 | $2.03M | Sell |
6,513
-538
| -8% | -$167K | 0.39% | 60 |
|
|
2021
Q1 | $1.84M | Buy |
7,051
+83
| +1% | +$21.7K | 0.4% | 60 |
|
|
2020
Q4 | $1.9M | Sell |
6,968
-27
| -0.4% | -$7.35K | 0.42% | 57 |
|
|
2020
Q3 | $1.97M | Buy |
6,995
+115
| +2% | +$32.3K | 0.5% | 58 |
|
|
2020
Q2 | $1.61M | Buy |
6,880
+1,921
| +39% | +$450K | 0.47% | 56 |
|
|
2020
Q1 | $775K | Buy |
4,959
+328
| +7% | +$51.3K | 0.28% | 65 |
|
|
2019
Q4 | $652K | Sell |
4,631
-74
| -2% | -$10.4K | 0.19% | 75 |
|
|
2019
Q3 | $719K | Buy |
+4,705
| New | +$719K | 0.22% | 73 |
|