Focused Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-260
| Closed | -$50.1K | – | 888 |
|
|
2023
Q4 | $50.1K | Sell |
260
-14
| -5% | -$2.7K | 0.01% | 307 |
|
|
2023
Q3 | $55.7K | Sell |
274
-2
| -0.7% | -$407 | 0.01% | 279 |
|
|
2023
Q2 | $54.6K | Hold |
276
| – | – | 0.01% | 289 |
|
|
2023
Q1 | $50.7K | Buy |
276
+10
| +4% | +$1.84K | 0.01% | 304 |
|
|
2022
Q4 | $42.9K | Buy |
+266
| New | +$42.9K | 0.01% | 326 |
|