Berman Capital Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $680K | Buy |
2,362
+1,125
| +91% | +$324K | 0.11% | 104 |
|
|
2021
Q2 | $383K | Buy |
1,237
+830
| +204% | +$257K | 0.06% | 149 |
|
|
2021
Q1 | $106K | Sell |
407
-315
| -44% | -$82K | 0.02% | 296 |
|
|
2020
Q4 | $195K | Buy |
722
+582
| +416% | +$157K | 0.05% | 169 |
|
|
2020
Q3 | $39K | Buy |
140
+4
| +3% | +$1.11K | 0.01% | 414 |
|
|
2020
Q2 | $31K | Buy |
136
+8
| +6% | +$1.82K | 0.01% | 436 |
|
|
2020
Q1 | $19K | Sell |
128
-28
| -18% | -$4.16K | 0.01% | 511 |
|
|
2019
Q4 | $21K | Buy |
156
+41
| +36% | +$5.52K | 0.01% | 528 |
|
|
2019
Q3 | $17K | Hold |
115
| – | – | 0.01% | 562 |
|
|
2019
Q2 | $18K | Buy |
115
+11
| +11% | +$1.72K | 0.01% | 551 |
|
|
2019
Q1 | $13K | Buy |
104
+73
| +235% | +$9.13K | ﹤0.01% | 581 |
|
|
2018
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1074 |
|
|
2018
Q3 | – | Sell |
-35,013
| Closed | -$2.69M | – | 127 |
|
|
2018
Q2 | $2.69M | Hold |
35,013
| – | – | 0.94% | 21 |
|
|
2018
Q1 | $2.56M | Sell |
35,013
-16
| -0% | -$1.17K | 0.98% | 22 |
|
|
2017
Q4 | $1.94M | Buy |
+35,029
| New | +$1.94M | 0.64% | 31 |
|