Elevation Wealth Partners’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 | $162K | Hold |
563
| – | – | 0.06% | 126 |
|
2025
Q1 | $130K | Hold |
563
| – | – | 0.06% | 138 |
|
2024
Q4 | $118K | Hold |
563
| – | – | 0.05% | 150 |
|
2024
Q3 | $118K | Hold |
563
| – | – | 0.05% | 151 |
|
2024
Q2 | $103K | Hold |
563
| – | – | 0.05% | 157 |
|
2024
Q1 | $130K | Hold |
563
| – | – | 0.07% | 135 |
|
2023
Q4 | $115K | Hold |
563
| – | – | 0.07% | 141 |
|
2023
Q3 | $115K | Hold |
563
| – | – | 0.1% | 85 |
|
2023
Q2 | $111K | Hold |
563
| – | – | 0.09% | 91 |
|
2023
Q1 | $103K | Buy |
+563
| New | +$103K | 0.09% | 98 |
|