Curi RMB Capital’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 | $312K | Buy |
+1,082
| New | +$312K | 0.01% | 579 |
|
2025
Q1 | – | Sell |
-1,240
| Closed | -$261K | – | 549 |
|
2024
Q4 | $261K | Sell |
1,240
-2,408
| -66% | -$506K | 0.01% | 479 |
|
2024
Q3 | $766K | Hold |
3,648
| – | – | 0.02% | 375 |
|
2024
Q2 | $668K | Sell |
3,648
-2,386
| -40% | -$437K | 0.02% | 380 |
|
2024
Q1 | $1.4M | Sell |
6,034
-104
| -2% | -$24.1K | 0.03% | 313 |
|
2023
Q4 | $1.18M | Buy |
6,138
+184
| +3% | +$35.4K | 0.04% | 273 |
|
2023
Q3 | $1.21M | Sell |
5,954
-60
| -1% | -$12.2K | 0.04% | 266 |
|
2023
Q2 | $1.19M | Sell |
6,014
-167
| -3% | -$33K | 0.04% | 267 |
|
2023
Q1 | $1.14M | Buy |
6,181
+1,367
| +28% | +$251K | 0.04% | 266 |
|
2022
Q4 | $777K | Sell |
4,814
-82
| -2% | -$13.2K | 0.03% | 307 |
|
2022
Q3 | $807K | Hold |
4,896
| – | – | 0.03% | 305 |
|
2022
Q2 | $970K | Buy |
4,896
+28
| +0.6% | +$5.55K | 0.03% | 283 |
|
2022
Q1 | $1.03M | Buy |
4,868
+308
| +7% | +$65.4K | 0.03% | 250 |
|
2021
Q4 | $1.17M | Sell |
4,560
-6
| -0.1% | -$1.53K | 0.04% | 260 |
|
2021
Q3 | $1.32M | Buy |
4,566
+506
| +12% | +$146K | 0.04% | 245 |
|
2021
Q2 | $1.26M | Sell |
4,060
-901
| -18% | -$280K | 0.04% | 255 |
|
2021
Q1 | $1.3M | Buy |
4,961
+150
| +3% | +$39.2K | 0.05% | 231 |
|
2020
Q4 | $1.31M | Hold |
4,811
| – | – | 0.05% | 273 |
|
2020
Q3 | $1.35M | Hold |
4,811
| – | – | 0.06% | 248 |
|
2020
Q2 | $1.13M | Hold |
4,811
| – | – | 0.05% | 287 |
|
2020
Q1 | $752K | Buy |
4,811
+815
| +20% | +$127K | 0.04% | 322 |
|
2019
Q4 | $562K | Hold |
3,996
| – | – | 0.02% | 417 |
|
2019
Q3 | $610K | Sell |
3,996
-290
| -7% | -$44.3K | 0.02% | 437 |
|
2019
Q2 | $695K | Buy |
4,286
+290
| +7% | +$47K | 0.02% | 451 |
|
2019
Q1 | $507K | Hold |
3,996
| – | – | 0.01% | 541 |
|
2018
Q4 | $357K | Buy |
+3,996
| New | +$357K | 0.01% | 674 |
|