Avitas 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 | $320K | Sell |
1,521
-42
| -3% | -$8.83K | 0.04% | 174 |
|
|
2024
Q3 | $328K | Sell |
1,563
-118
| -7% | -$24.8K | 0.05% | 181 |
|
|
2024
Q2 | $308K | Sell |
1,681
-97
| -5% | -$17.8K | 0.05% | 189 |
|
|
2024
Q1 | $412K | Sell |
1,778
-17
| -0.9% | -$3.94K | 0.06% | 181 |
|
|
2023
Q4 | $346K | Sell |
1,795
-11
| -0.6% | -$2.12K | 0.06% | 178 |
|
|
2023
Q3 | $367K | Sell |
1,806
-58
| -3% | -$11.8K | 0.07% | 181 |
|
|
2023
Q2 | $369K | Sell |
1,864
-28
| -1% | -$5.54K | 0.07% | 175 |
|
|
2023
Q1 | $348K | Sell |
1,892
-56
| -3% | -$10.3K | 0.07% | 179 |
|
|
2022
Q4 | $314K | Buy |
1,948
+4
| +0.2% | +$646 | 0.07% | 170 |
|
|
2022
Q3 | $321K | Buy |
1,944
+420
| +28% | +$69.4K | 0.07% | 160 |
|
|
2022
Q2 | $302K | Sell |
1,524
-39
| -2% | -$7.73K | 0.07% | 166 |
|
|
2022
Q1 | $332K | Sell |
1,563
-1,874
| -55% | -$398K | 0.06% | 174 |
|
|
2021
Q4 | $878K | Buy |
3,437
+734
| +27% | +$188K | 0.15% | 135 |
|
|
2021
Q3 | $779K | Sell |
2,703
-42
| -2% | -$12.1K | 0.14% | 142 |
|
|
2021
Q2 | $854K | Buy |
2,745
+76
| +3% | +$23.6K | 0.15% | 153 |
|
|
2021
Q1 | $697K | Sell |
2,669
-764
| -22% | -$200K | 0.14% | 166 |
|
|
2020
Q4 | $935K | Buy |
3,433
+110
| +3% | +$30K | 0.19% | 147 |
|
|
2020
Q3 | $934K | Buy |
3,323
+169
| +5% | +$47.5K | 0.26% | 116 |
|
|
2020
Q2 | $739K | Sell |
3,154
-21
| -0.7% | -$4.92K | 0.25% | 116 |
|
|
2020
Q1 | $496K | Sell |
3,175
-1,096
| -26% | -$171K | 0.23% | 98 |
|
|
2019
Q4 | $601K | Sell |
4,271
-6
| -0.1% | -$844 | 0.15% | 136 |
|
|
2019
Q3 | $653K | Buy |
4,277
+23
| +0.5% | +$3.51K | 0.18% | 124 |
|
|
2019
Q2 | $690K | Sell |
4,254
-111
| -3% | -$18K | 0.19% | 124 |
|
|
2019
Q1 | $554K | Sell |
4,365
-275
| -6% | -$34.9K | 0.16% | 134 |
|
|
2018
Q4 | $414K | Buy |
+4,640
| New | +$414K | 0.14% | 136 |
|