Dynamic Advisor Solutions’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+709
| New | +$204K | 0.01% | 853 |
|
|
2020
Q4 | – | Sell |
-745
| Closed | -$209K | – | 676 |
|
|
2020
Q3 | $209K | Buy |
+745
| New | +$209K | 0.02% | 517 |
|
|
2019
Q1 | – | Sell |
-6,025
| Closed | -$658K | – | 443 |
|
|
2018
Q4 | $658K | Sell |
6,025
-372
| -6% | -$40.6K | 0.14% | 166 |
|
|
2018
Q3 | $696K | Sell |
6,397
-299
| -4% | -$32.5K | 0.14% | 176 |
|
|
2018
Q2 | $515K | Sell |
6,696
-1,639
| -20% | -$126K | 0.12% | 206 |
|
|
2018
Q1 | $609K | Buy |
8,335
+1,114
| +15% | +$81.4K | 0.16% | 166 |
|
|
2017
Q4 | $399K | Buy |
+7,221
| New | +$399K | 0.13% | 175 |
|