Forum Financial Management’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 | $624K | Buy |
2,167
+22
| +1% | +$6.34K | 0.01% | 335 |
|
|
2025
Q1 | $497K | Buy |
2,145
+1
| +0% | +$232 | 0.01% | 374 |
|
|
2024
Q4 | $451K | Buy |
2,144
+925
| +76% | +$194K | 0.01% | 420 |
|
|
2024
Q3 | $256K | Buy |
1,219
+41
| +3% | +$8.61K | ﹤0.01% | 593 |
|
|
2024
Q2 | $216K | Buy |
1,178
+1
| +0.1% | +$183 | ﹤0.01% | 641 |
|
|
2024
Q1 | $273K | Hold |
1,177
| – | – | ﹤0.01% | 542 |
|
|
2023
Q4 | $227K | Sell |
1,177
-60
| -5% | -$11.6K | ﹤0.01% | 585 |
|
|
2023
Q3 | $252K | Buy |
1,237
+38
| +3% | +$7.73K | 0.01% | 486 |
|
|
2023
Q2 | $237K | Hold |
1,199
| – | – | 0.01% | 531 |
|
|
2023
Q1 | $220K | Buy |
+1,199
| New | +$220K | 0.01% | 516 |
|
|
2022
Q3 | – | Sell |
-1,035
| Closed | -$205K | – | 599 |
|
|
2022
Q2 | $205K | Sell |
1,035
-3
| -0.3% | -$594 | 0.01% | 520 |
|
|
2022
Q1 | $220K | Buy |
1,038
+64
| +7% | +$13.6K | 0.01% | 527 |
|
|
2021
Q4 | $249K | Buy |
+974
| New | +$249K | 0.01% | 505 |
|