Baldwin Wealth Partners’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 |
-28
| Closed | -$5.88K | – | 988 |
|
|
2024
Q3 | $5.88K | Buy |
+28
| New | +$5.88K | ﹤0.01% | 861 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$82K | – | 831 |
|
|
2022
Q3 | $82K | Hold |
500
| – | – | 0.01% | 262 |
|
|
2022
Q2 | $99K | Sell |
500
-25
| -5% | -$4.95K | 0.01% | 256 |
|
|
2022
Q1 | $112K | Buy |
525
+25
| +5% | +$5.33K | 0.01% | 261 |
|
|
2021
Q4 | $128K | Hold |
500
| – | – | 0.01% | 239 |
|
|
2021
Q3 | $144K | Sell |
500
-300
| -38% | -$86.4K | 0.02% | 229 |
|
|
2021
Q2 | $249K | Hold |
800
| – | – | 0.03% | 178 |
|
|
2021
Q1 | $209K | Hold |
800
| – | – | 0.02% | 177 |
|
|
2020
Q4 | $218K | Buy |
800
+500
| +167% | +$136K | 0.03% | 166 |
|
|
2020
Q3 | $84K | Hold |
300
| – | – | 0.01% | 243 |
|
|
2020
Q2 | $70K | Hold |
300
| – | – | 0.01% | 257 |
|
|
2020
Q1 | $47K | Hold |
300
| – | – | 0.01% | 281 |
|
|
2019
Q4 | $42K | Hold |
300
| – | – | 0.01% | 341 |
|
|
2019
Q3 | $46K | Hold |
300
| – | – | 0.01% | 324 |
|
|
2019
Q2 | $49K | Hold |
300
| – | – | 0.01% | 311 |
|
|
2019
Q1 | $38K | Hold |
300
| – | – | 0.01% | 330 |
|
|
2018
Q4 | $27K | Hold |
300
| – | – | ﹤0.01% | 353 |
|
|
2018
Q3 | $33K | Buy |
+300
| New | +$33K | ﹤0.01% | 354 |
|