Balanced Rock Investment 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 | $327K | Sell |
1,137
-333
| -23% | -$95.9K | 0.26% | 77 |
|
|
2025
Q1 | $340K | Sell |
1,470
-2
| -0.1% | -$463 | 0.27% | 70 |
|
|
2024
Q4 | $309K | Sell |
1,472
-17
| -1% | -$3.57K | 0.24% | 71 |
|
|
2024
Q3 | $312K | Buy |
1,489
+22
| +1% | +$4.62K | 0.25% | 69 |
|
|
2024
Q2 | $268K | Buy |
1,467
+32
| +2% | +$5.86K | 0.23% | 73 |
|
|
2024
Q1 | $332K | Sell |
1,435
-170
| -11% | -$39.4K | 0.28% | 66 |
|
|
2023
Q4 | $309K | Buy |
+1,605
| New | +$309K | 0.27% | 78 |
|