CAAS
Capital Asset Advisory Services’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
1,358
+78
| +6% | +$22.1K | 0.02% | 200 |
|
|
2025
Q1 | $290K | Buy |
1,280
+2
| +0.2% | +$453 | 0.01% | 226 |
|
|
2024
Q4 | $272K | Sell |
1,278
-26
| -2% | -$5.54K | 0.01% | 263 |
|
|
2024
Q3 | $267K | Buy |
1,304
+77
| +6% | +$15.7K | 0.01% | 270 |
|
|
2024
Q2 | $224K | Sell |
1,227
-52
| -4% | -$9.48K | 0.01% | 294 |
|
|
2024
Q1 | $275K | Buy |
1,279
+32
| +3% | +$6.87K | 0.02% | 257 |
|
|
2023
Q4 | $240K | Buy |
+1,247
| New | +$240K | 0.01% | 270 |
|
|
2022
Q1 | – | Sell |
-1,157
| Closed | -$296K | – | 636 |
|
|
2021
Q4 | $296K | Hold |
1,157
| – | – | 0.03% | 329 |
|
|
2021
Q3 | $333K | Buy |
1,157
+33
| +3% | +$9.5K | 0.04% | 319 |
|
|
2021
Q2 | $350K | Buy |
1,124
+163
| +17% | +$50.8K | 0.04% | 334 |
|
|
2021
Q1 | $251K | Buy |
961
+837
| +675% | +$219K | 0.04% | 374 |
|
|
2020
Q4 | $34K | Buy |
+124
| New | +$34K | 0.01% | 713 |
|