Atticus Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150
| Closed | -$31.5K | – | 540 |
|
|
2024
Q3 | $31.5K | Hold |
150
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $27.5K | Hold |
150
| – | – | 0.01% | 286 |
|
|
2024
Q1 | $34.8K | Hold |
150
| – | – | 0.01% | 278 |
|
|
2023
Q4 | $28.9K | Sell |
150
-30
| -17% | -$5.78K | 0.01% | 295 |
|
|
2023
Q3 | $36.6K | Buy |
180
+150
| +500% | +$30.5K | 0.01% | 280 |
|
|
2023
Q2 | $5.93K | Hold |
30
| – | – | ﹤0.01% | 438 |
|
|
2023
Q1 | $5.51K | Sell |
30
-1,022
| -97% | -$188K | ﹤0.01% | 429 |
|
|
2022
Q4 | $170K | Sell |
1,052
-2,380
| -69% | -$384K | 0.07% | 135 |
|
|
2022
Q3 | $680K | Hold |
3,432
| – | – | 0.33% | 45 |
|
|
2022
Q2 | $680K | Sell |
3,432
-289
| -8% | -$57.3K | 0.28% | 57 |
|
|
2022
Q1 | $791K | Buy |
3,721
+1,343
| +56% | +$285K | 0.29% | 57 |
|
|
2021
Q4 | $608K | Buy |
2,378
+87
| +4% | +$22.2K | 0.24% | 59 |
|
|
2021
Q3 | $660K | Buy |
2,291
+185
| +9% | +$53.3K | 0.29% | 50 |
|
|
2021
Q2 | $655K | Buy |
2,106
+126
| +6% | +$39.2K | 0.29% | 53 |
|
|
2021
Q1 | $517K | Buy |
1,980
+331
| +20% | +$86.4K | 0.25% | 58 |
|
|
2020
Q4 | $449K | Buy |
1,649
+448
| +37% | +$122K | 0.23% | 62 |
|
|
2020
Q3 | $338K | Buy |
1,201
+246
| +26% | +$69.2K | 0.2% | 65 |
|
|
2020
Q2 | $224K | Buy |
+955
| New | +$224K | 0.15% | 81 |
|