Concurrent Investment Advisors’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 | $257K | Sell |
891
-233
| -21% | -$67.1K | 0.01% | 1133 |
|
|
2025
Q1 | $260K | Sell |
1,124
-59
| -5% | -$13.7K | 0.01% | 986 |
|
|
2024
Q4 | $249K | Buy |
1,183
+15
| +1% | +$3.15K | 0.01% | 888 |
|
|
2024
Q3 | $245K | Buy |
+1,168
| New | +$245K | 0.01% | 851 |
|
|
2024
Q2 | – | Sell |
-986
| Closed | -$228K | – | 1016 |
|
|
2024
Q1 | $228K | Buy |
+986
| New | +$228K | 0.01% | 748 |
|