Crestwood Advisors Group’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 | $405K | Sell |
1,406
-284
| -17% | -$81.8K | 0.01% | 382 |
|
|
2025
Q1 | $391K | Buy |
1,690
+61
| +4% | +$14.1K | 0.01% | 375 |
|
|
2024
Q4 | $342K | Sell |
1,629
-110
| -6% | -$23.1K | 0.01% | 357 |
|
|
2024
Q3 | $365K | Sell |
1,739
-189
| -10% | -$39.7K | 0.01% | 342 |
|
|
2024
Q2 | $353K | Buy |
+1,928
| New | +$353K | 0.01% | 328 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$16K | – | 416 |
|
|
2017
Q1 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 394 |
|