Concord Wealth Partners’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 | $18.4K | Hold |
64
| – | – | ﹤0.01% | 476 |
|
|
2025
Q1 | $14.8K | Sell |
64
-8
| -11% | -$1.85K | ﹤0.01% | 465 |
|
|
2024
Q4 | $15.1K | Hold |
72
| – | – | ﹤0.01% | 489 |
|
|
2024
Q3 | $15.1K | Buy |
+72
| New | +$15.1K | ﹤0.01% | 511 |
|
|
2024
Q2 | – | Sell |
-64
| Closed | -$14.8K | – | 913 |
|
|
2024
Q1 | $14.8K | Sell |
64
-754
| -92% | -$175K | ﹤0.01% | 528 |
|
|
2023
Q4 | $157K | Buy |
818
+5
| +0.6% | +$963 | 0.03% | 231 |
|
|
2023
Q3 | $165K | Buy |
813
+749
| +1,170% | +$152K | 0.04% | 212 |
|
|
2023
Q2 | $12.7K | Hold |
64
| – | – | ﹤0.01% | 575 |
|
|
2023
Q1 | $11.8K | Buy |
+64
| New | +$11.8K | ﹤0.01% | 569 |
|