Carlson Capital Management’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,243
Closed -$239K 197
2023
Q4
$239K Sell
1,243
-16
-1% -$3.08K 0.01% 180
2023
Q3
$256K Buy
+1,259
New +$256K 0.02% 150