Blue Zone Wealth 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 | $5.12M | Buy |
17,767
+548
| +3% | +$158K | 1.28% | 38 |
|
|
2025
Q1 | $3.99M | Buy |
17,219
+1,525
| +10% | +$353K | 1.11% | 47 |
|
|
2024
Q4 | $3.3M | Buy |
15,694
+1,054
| +7% | +$222K | 0.95% | 49 |
|
|
2024
Q3 | $3.07M | Buy |
14,640
+641
| +5% | +$135K | 0.96% | 48 |
|
|
2024
Q2 | $2.56M | Buy |
13,999
+469
| +3% | +$85.8K | 0.88% | 49 |
|
|
2024
Q1 | $3.13M | Buy |
13,530
+1,103
| +9% | +$256K | 1.08% | 44 |
|
|
2023
Q4 | $2.39M | Buy |
12,427
+630
| +5% | +$121K | 0.95% | 43 |
|
|
2023
Q3 | $2.4M | Buy |
11,797
+46
| +0.4% | +$9.36K | 1.05% | 41 |
|
|
2023
Q2 | $2.32M | Buy |
11,751
+229
| +2% | +$45.3K | 1.07% | 40 |
|
|
2023
Q1 | $2.12M | Buy |
11,522
+20
| +0.2% | +$3.68K | 1.13% | 33 |
|
|
2022
Q4 | $1.86M | Sell |
11,502
-44
| -0.4% | -$7.1K | 0.99% | 37 |
|
|
2022
Q3 | $1.9M | Buy |
11,546
+131
| +1% | +$21.6K | 0.99% | 40 |
|
|
2022
Q2 | $2.26M | Buy |
11,415
+224
| +2% | +$44.4K | 1.03% | 41 |
|
|
2022
Q1 | $2.38M | Buy |
11,191
+1,200
| +12% | +$255K | 0.89% | 43 |
|
|
2021
Q4 | $2.55M | Buy |
9,991
+750
| +8% | +$192K | 0.84% | 48 |
|
|
2021
Q3 | $2.66M | Buy |
9,241
+337
| +4% | +$97.1K | 0.92% | 46 |
|
|
2021
Q2 | $2.77M | Buy |
8,904
+827
| +10% | +$257K | 1.04% | 37 |
|
|
2021
Q1 | $2.11M | Buy |
+8,077
| New | +$2.11M | 0.9% | 45 |
|