Connecticut Wealth Management’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 | $326K | Sell |
1,132
-3
| -0.3% | -$864 | 0.02% | 250 |
|
|
2025
Q1 | $263K | Hold |
1,135
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $239K | Hold |
1,135
| – | – | 0.01% | 248 |
|
|
2024
Q3 | $238K | Sell |
1,135
-105
| -8% | -$22K | 0.01% | 291 |
|
|
2024
Q2 | $227K | Sell |
1,240
-1,087
| -47% | -$199K | 0.01% | 304 |
|
|
2024
Q1 | $539K | Buy |
2,327
+100
| +4% | +$23.2K | 0.03% | 209 |
|
|
2023
Q4 | $429K | Sell |
2,227
-1
| -0% | -$193 | 0.02% | 224 |
|
|
2023
Q3 | $453K | Buy |
2,228
+111
| +5% | +$22.6K | 0.03% | 180 |
|
|
2023
Q2 | $419K | Buy |
2,117
+92
| +5% | +$18.2K | 0.03% | 163 |
|
|
2023
Q1 | $372K | Sell |
2,025
-490
| -19% | -$90.1K | 0.03% | 166 |
|
|
2022
Q4 | $406K | Buy |
2,515
+483
| +24% | +$77.9K | 0.03% | 125 |
|
|
2022
Q3 | $335K | Buy |
2,032
+426
| +27% | +$70.2K | 0.03% | 135 |
|
|
2022
Q2 | $318K | Sell |
1,606
-9
| -0.6% | -$1.78K | 0.03% | 143 |
|
|
2022
Q1 | $343K | Buy |
1,615
+9
| +0.6% | +$1.91K | 0.03% | 142 |
|
|
2021
Q4 | $410K | Sell |
1,606
-4
| -0.2% | -$1.02K | 0.03% | 135 |
|
|
2021
Q3 | $464K | Buy |
1,610
+5
| +0.3% | +$1.44K | 0.04% | 123 |
|
|
2021
Q2 | $499K | Hold |
1,605
| – | – | 0.04% | 120 |
|
|
2021
Q1 | $419K | Buy |
1,605
+268
| +20% | +$70K | 0.04% | 108 |
|
|
2020
Q4 | $364K | Hold |
1,337
| – | – | 0.04% | 135 |
|
|
2020
Q3 | $376K | Buy |
1,337
+237
| +22% | +$66.7K | 0.04% | 144 |
|
|
2020
Q2 | $258K | Buy |
+1,100
| New | +$258K | 0.03% | 126 |
|