Cresset Asset 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
Sell
-4,814
Closed -$1.12M 1764
2025
Q1
$1.12M Buy
+4,814
New +$1.12M 0.01% 723
2024
Q4
Sell
-7,158
Closed -$1.5M 2086
2024
Q3
$1.5M Buy
7,158
+65
+0.9% +$13.6K 0.01% 940
2024
Q2
$1.3M Sell
7,093
-108
-1% -$19.8K 0.01% 901
2024
Q1
$1.67M Buy
7,201
+560
+8% +$130K 0.01% 725
2023
Q4
$1.28M Sell
6,641
-28
-0.4% -$5.39K 0.01% 774
2023
Q3
$1.36M Buy
6,669
+1,074
+19% +$219K 0.01% 670
2023
Q2
$1.5M Buy
+5,595
New +$1.5M ﹤0.01% 627
2021
Q1
Sell
-921
Closed -$251K 962
2020
Q4
$251K Buy
921
+55
+6% +$15K ﹤0.01% 617
2020
Q3
$243K Buy
+866
New +$243K ﹤0.01% 575
2019
Q2
Sell
-101
Closed -$13K 1661
2019
Q1
$13K Hold
101
﹤0.01% 1129
2018
Q4
$9K Buy
+101
New +$9K ﹤0.01% 890