Beacon Investment Advisory Services’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,348
| Closed | -$247K | – | 269 |
|
|
2024
Q2 | $247K | Sell |
1,348
-53
| -4% | -$9.7K | 0.01% | 235 |
|
|
2024
Q1 | $325K | Sell |
1,401
-380
| -21% | -$88K | 0.01% | 223 |
|
|
2023
Q4 | $343K | Sell |
1,781
-761
| -30% | -$147K | 0.02% | 214 |
|
|
2023
Q3 | $517K | Sell |
2,542
-10,768
| -81% | -$2.19M | 0.03% | 189 |
|
|
2023
Q2 | $2.63M | Sell |
13,310
-581
| -4% | -$115K | 0.12% | 118 |
|
|
2023
Q1 | $2.55M | Sell |
13,891
-1,243
| -8% | -$228K | 0.12% | 116 |
|
|
2022
Q4 | $2.44M | Buy |
15,134
+524
| +4% | +$84.6K | 0.13% | 115 |
|
|
2022
Q3 | $2.41M | Buy |
14,610
+3,062
| +27% | +$505K | 0.13% | 113 |
|
|
2022
Q2 | $2.29M | Buy |
11,548
+906
| +9% | +$179K | 0.12% | 119 |
|
|
2022
Q1 | $2.26M | Buy |
10,642
+1,191
| +13% | +$253K | 0.1% | 125 |
|
|
2021
Q4 | $2.42M | Buy |
9,451
+473
| +5% | +$121K | 0.09% | 128 |
|
|
2021
Q3 | $2.59M | Buy |
8,978
+189
| +2% | +$54.5K | 0.11% | 122 |
|
|
2021
Q2 | $2.73M | Buy |
8,789
+1,458
| +20% | +$453K | 0.11% | 124 |
|
|
2021
Q1 | $1.92M | Buy |
7,331
+1,560
| +27% | +$408K | 0.08% | 136 |
|
|
2020
Q4 | $1.57M | Buy |
5,771
+1,475
| +34% | +$402K | 0.07% | 137 |
|
|
2020
Q3 | $1.21M | Buy |
4,296
+298
| +7% | +$83.8K | 0.06% | 139 |
|
|
2020
Q2 | $937K | Buy |
3,998
+124
| +3% | +$29.1K | 0.05% | 143 |
|
|
2020
Q1 | $606K | Buy |
+3,874
| New | +$606K | 0.04% | 155 |
|