Concourse Financial Group Securities’s Veeva Systems VEEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,117
Closed -$485K 8079
2024
Q4
$485K Sell
2,117
-61
-3% -$14K 0.03% 484
2024
Q3
$457K Sell
2,178
-690
-24% -$145K 0.03% 478
2024
Q2
$525K Sell
2,868
-262
-8% -$47.9K 0.03% 433
2024
Q1
$725K Sell
3,130
-151
-5% -$35K 0.05% 367
2023
Q4
$632K Buy
3,281
+382
+13% +$73.5K 0.05% 383
2023
Q3
$590K Sell
2,899
-445
-13% -$90.5K 0.05% 379
2023
Q2
$661K Buy
3,344
+37
+1% +$7.32K 0.05% 373
2023
Q1
$608K Buy
3,307
+12
+0.4% +$2.21K 0.05% 384
2022
Q4
$532K Sell
3,295
-259
-7% -$41.8K 0.04% 400
2022
Q3
$586K Sell
3,554
-326
-8% -$53.8K 0.06% 323
2022
Q2
$768K Buy
3,880
+25
+0.6% +$4.95K 0.06% 301
2022
Q1
$819K Sell
3,855
-3,042
-44% -$646K 0.06% 313
2021
Q4
$1.76M Buy
6,897
+253
+4% +$64.6K 0.1% 198
2021
Q3
$1.92M Buy
6,644
+244
+4% +$70.3K 0.12% 162
2021
Q2
$1.99M Buy
6,400
+572
+10% +$178K 0.12% 148
2021
Q1
$1.52M Buy
5,828
+969
+20% +$253K 0.11% 169
2020
Q4
$1.32M Buy
4,859
+675
+16% +$184K 0.1% 175
2020
Q3
$1.18M Buy
4,184
+784
+23% +$220K 0.1% 166
2020
Q2
$797K Buy
3,400
+1,323
+64% +$310K 0.08% 207
2020
Q1
$325K Buy
2,077
+519
+33% +$81.2K 0.04% 348
2019
Q4
$219K Buy
1,558
+621
+66% +$87.3K 0.02% 488
2019
Q3
$143K Sell
937
-96
-9% -$14.7K 0.04% 354
2019
Q2
$167K Buy
1,033
+362
+54% +$58.5K 0.02% 520
2019
Q1
$85K Buy
671
+482
+255% +$61.1K 0.01% 722
2018
Q4
$16K Sell
189
-25
-12% -$2.12K ﹤0.01% 1258
2018
Q3
$23K Buy
+214
New +$23K 0.01% 818