Capital Planning Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,936
| Closed | -$836K | – | 167 |
|
|
2022
Q1 | $836K | Sell |
3,936
-153
| -4% | -$32.5K | 0.18% | 86 |
|
|
2021
Q4 | $1.05M | Sell |
4,089
-723
| -15% | -$185K | 0.2% | 85 |
|
|
2021
Q3 | $1.39M | Sell |
4,812
-834
| -15% | -$240K | 0.29% | 75 |
|
|
2021
Q2 | $1.76M | Sell |
5,646
-3,004
| -35% | -$934K | 0.36% | 72 |
|
|
2021
Q1 | $2.26M | Sell |
8,650
-1,543
| -15% | -$403K | 0.51% | 53 |
|
|
2020
Q4 | $2.78M | Sell |
10,193
-1,020
| -9% | -$278K | 0.68% | 38 |
|
|
2020
Q3 | $3.15M | Buy |
11,213
+950
| +9% | +$267K | 0.86% | 33 |
|
|
2020
Q2 | $2.41M | Sell |
10,263
-389
| -4% | -$91.2K | 0.72% | 39 |
|
|
2020
Q1 | $1.67M | Buy |
10,652
+286
| +3% | +$44.7K | 0.62% | 52 |
|
|
2019
Q4 | $1.46M | Buy |
10,366
+1,493
| +17% | +$210K | 0.38% | 59 |
|
|
2019
Q3 | $1.36M | Sell |
8,873
-872
| -9% | -$133K | 0.39% | 57 |
|
|
2019
Q2 | $1.58M | Sell |
9,745
-501
| -5% | -$81.2K | 0.46% | 51 |
|
|
2019
Q1 | $1.3M | Buy |
10,246
+114
| +1% | +$14.5K | 0.4% | 57 |
|
|
2018
Q4 | $905K | Sell |
10,132
-48
| -0.5% | -$4.29K | 0.33% | 67 |
|
|
2018
Q3 | $1.11M | Buy |
10,180
+1,642
| +19% | +$179K | 0.35% | 72 |
|
|
2018
Q2 | $656K | Buy |
+8,538
| New | +$656K | 0.3% | 71 |
|