Chicago Trust’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 | $541K | Sell |
1,880
-325
| -15% | -$93.6K | 0.08% | 225 |
|
|
2025
Q1 | $511K | Buy |
2,205
+325
| +17% | +$75.3K | 0.09% | 203 |
|
|
2024
Q4 | $395K | Buy |
1,880
+53
| +3% | +$11.1K | 0.07% | 232 |
|
|
2024
Q3 | $383K | Buy |
1,827
+75
| +4% | +$15.7K | 0.07% | 247 |
|
|
2024
Q2 | $321K | Hold |
1,752
| – | – | 0.07% | 227 |
|
|
2024
Q1 | $406K | Hold |
1,752
| – | – | 0.08% | 202 |
|
|
2023
Q4 | $337K | Hold |
1,752
| – | – | 0.08% | 213 |
|
|
2023
Q3 | $356K | Sell |
1,752
-50
| -3% | -$10.2K | 0.09% | 200 |
|
|
2023
Q2 | $356K | Buy |
1,802
+10
| +0.6% | +$1.98K | 0.09% | 208 |
|
|
2023
Q1 | $329K | Hold |
1,792
| – | – | 0.08% | 211 |
|
|
2022
Q4 | $289K | Sell |
1,792
-371
| -17% | -$59.8K | 0.07% | 233 |
|
|
2022
Q3 | $357K | Sell |
2,163
-200
| -8% | -$33K | 0.09% | 201 |
|
|
2022
Q2 | $468K | Sell |
2,363
-650
| -22% | -$129K | 0.12% | 172 |
|
|
2022
Q1 | $641K | Sell |
3,013
-150
| -5% | -$31.9K | 0.14% | 154 |
|
|
2021
Q4 | $808K | Sell |
3,163
-1,000
| -24% | -$255K | 0.16% | 150 |
|
|
2021
Q3 | $1.2M | Buy |
4,163
+335
| +9% | +$96.6K | 0.26% | 109 |
|
|
2021
Q2 | $1.19M | Buy |
+3,828
| New | +$1.19M | 0.28% | 101 |
|
|
2021
Q1 | – | Sell |
-897
| Closed | -$244K | – | 235 |
|
|
2020
Q4 | $244K | Buy |
+897
| New | +$244K | 0.08% | 199 |
|