Atria Wealth Solutions’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 | $789K | Sell |
2,739
-1,616
| -37% | -$465K | 0.02% | 734 |
|
2025
Q1 | $1.01M | Sell |
4,355
-5,631
| -56% | -$1.3M | 0.01% | 889 |
|
2024
Q4 | $2.1M | Sell |
9,986
-2,381
| -19% | -$501K | 0.02% | 622 |
|
2024
Q3 | $2.6M | Sell |
12,367
-701
| -5% | -$147K | 0.03% | 533 |
|
2024
Q2 | $2.39M | Sell |
13,068
-1,700
| -12% | -$311K | 0.03% | 570 |
|
2024
Q1 | $3.42M | Sell |
14,768
-2,071
| -12% | -$480K | 0.04% | 454 |
|
2023
Q4 | $3.24M | Sell |
16,839
-1,597
| -9% | -$307K | 0.04% | 440 |
|
2023
Q3 | $3.75M | Buy |
18,436
+324
| +2% | +$65.9K | 0.05% | 366 |
|
2023
Q2 | $3.58M | Buy |
18,112
+269
| +2% | +$53.2K | 0.05% | 378 |
|
2023
Q1 | $3.28M | Buy |
17,843
+1,821
| +11% | +$335K | 0.05% | 383 |
|
2022
Q4 | $2.59M | Sell |
16,022
-2,150
| -12% | -$347K | 0.04% | 427 |
|
2022
Q3 | $3M | Buy |
18,172
+8,621
| +90% | +$1.42M | 0.05% | 344 |
|
2022
Q2 | $1.89M | Sell |
9,551
-7,708
| -45% | -$1.53M | 0.04% | 447 |
|
2022
Q1 | $3.67M | Buy |
+17,259
| New | +$3.67M | 0.06% | 312 |
|