B.O.S.S. Retirement Advisors’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 | $1.31M | Sell |
4,549
-280
| -6% | -$80.6K | 0.33% | 64 |
|
2025
Q1 | $1.12M | Sell |
4,829
-344
| -7% | -$79.7K | 0.32% | 64 |
|
2024
Q4 | $1.09M | Buy |
+5,173
| New | +$1.09M | 0.3% | 69 |
|
2024
Q1 | – | Sell |
-8,582
| Closed | -$1.65M | – | 227 |
|
2023
Q4 | $1.65M | Buy |
8,582
+641
| +8% | +$123K | 0.32% | 104 |
|
2023
Q3 | $1.62M | Buy |
7,941
+221
| +3% | +$45K | 0.35% | 102 |
|
2023
Q2 | $1.53M | Buy |
7,720
+397
| +5% | +$78.5K | 0.32% | 125 |
|
2023
Q1 | $1.35M | Buy |
7,323
+289
| +4% | +$53.1K | 0.32% | 124 |
|
2022
Q4 | $1.14M | Buy |
+7,034
| New | +$1.14M | 0.29% | 129 |
|