Capital Planning Advisors’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$836K Sell
2021
Q4
$1.04M Sell
2021
Q3
$1.39M Sell
2021
Q2
$1.76M Sell
2021
Q1
$2.26M Sell
2020
Q4
$2.77M Sell
2020
Q3
$3.15M Buy
2020
Q2
$2.41M Sell
2020
Q1
$1.67M Buy
2019
Q4
$1.46M Buy
2019
Q3
$1.35M Sell
2019
Q2
$1.58M Sell
2019
Q1
$1.3M Buy
2018
Q4
$905K Sell
2018
Q3
$1.11M Buy
2018
Q2
$656K Buy