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