FineMark National Bank & Trust’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 | $770K | Buy |
2,674
+470
| +21% | +$135K | 0.03% | 249 |
|
|
2025
Q1 | $511K | Buy |
2,204
+600
| +37% | +$139K | 0.02% | 293 |
|
|
2024
Q4 | $337K | Hold |
1,604
| – | – | 0.01% | 333 |
|
|
2024
Q3 | $337K | Hold |
1,604
| – | – | 0.01% | 335 |
|
|
2024
Q2 | $294K | Hold |
1,604
| – | – | 0.01% | 344 |
|
|
2024
Q1 | $372K | Sell |
1,604
-100
| -6% | -$23.2K | 0.01% | 319 |
|
|
2023
Q4 | $328K | Sell |
1,704
-372
| -18% | -$71.6K | 0.01% | 324 |
|
|
2023
Q3 | $422K | Buy |
2,076
+372
| +22% | +$75.7K | 0.02% | 291 |
|
|
2023
Q2 | $337K | Buy |
1,704
+133
| +8% | +$26.3K | 0.01% | 325 |
|
|
2023
Q1 | $289K | Sell |
1,571
-119
| -7% | -$21.9K | 0.01% | 341 |
|
|
2022
Q4 | $273K | Buy |
1,690
+119
| +8% | +$19.2K | 0.01% | 336 |
|
|
2022
Q3 | $259K | Sell |
1,571
-6
| -0.4% | -$989 | 0.01% | 332 |
|
|
2022
Q2 | $312K | Sell |
1,577
-54
| -3% | -$10.7K | 0.01% | 332 |
|
|
2022
Q1 | $347K | Buy |
1,631
+8
| +0.5% | +$1.7K | 0.01% | 341 |
|
|
2021
Q4 | $415K | Sell |
1,623
-28
| -2% | -$7.16K | 0.02% | 328 |
|
|
2021
Q3 | $476K | Sell |
1,651
-10
| -0.6% | -$2.88K | 0.02% | 291 |
|
|
2021
Q2 | $516K | Buy |
1,661
+40
| +2% | +$12.4K | 0.02% | 292 |
|
|
2021
Q1 | $423K | Hold |
1,621
| – | – | 0.02% | 305 |
|
|
2020
Q4 | $441K | Hold |
1,621
| – | – | 0.02% | 277 |
|
|
2020
Q3 | $456K | Sell |
1,621
-41
| -2% | -$11.5K | 0.02% | 248 |
|
|
2020
Q2 | $390K | Buy |
1,662
+50
| +3% | +$11.7K | 0.02% | 258 |
|
|
2020
Q1 | $252K | Hold |
1,612
| – | – | 0.02% | 294 |
|
|
2019
Q4 | $227K | Hold |
1,612
| – | – | 0.01% | 346 |
|
|
2019
Q3 | $246K | Buy |
1,612
+41
| +3% | +$6.26K | 0.01% | 318 |
|
|
2019
Q2 | $255K | Buy |
+1,571
| New | +$255K | 0.01% | 314 |
|
|
2017
Q1 | – | Sell |
-2,942
| Closed | -$120K | – | 977 |
|
|
2016
Q4 | $120K | Sell |
2,942
-126
| -4% | -$5.14K | 0.01% | 432 |
|
|
2016
Q3 | $127K | Buy |
3,068
+8
| +0.3% | +$331 | 0.01% | 404 |
|
|
2016
Q2 | $104K | Buy |
3,060
+346
| +13% | +$11.8K | 0.01% | 436 |
|
|
2016
Q1 | $68K | Buy |
2,714
+929
| +52% | +$23.3K | 0.01% | 504 |
|
|
2015
Q4 | $51K | Buy |
1,785
+1,604
| +886% | +$45.8K | 0.01% | 590 |
|
|
2015
Q3 | $4K | Buy |
181
+79
| +77% | +$1.75K | ﹤0.01% | 1139 |
|
|
2015
Q2 | $3K | Sell |
102
-189
| -65% | -$5.56K | ﹤0.01% | 1208 |
|
|
2015
Q1 | $7K | Buy |
+291
| New | +$7K | ﹤0.01% | 1073 |
|