Foundations Investment Advisors’s Veeva Systems VEEV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Sell
1,649
-528
-24% -$152K 0.01% 594
2025
Q1
$504K Sell
2,177
-770
-26% -$178K 0.01% 580
2024
Q4
$620K Buy
2,947
+439
+18% +$92.3K 0.01% 501
2024
Q3
$526K Buy
2,508
+5
+0.2% +$1.05K 0.01% 508
2024
Q2
$458K Buy
2,503
+140
+6% +$25.6K 0.01% 515
2024
Q1
$547K Buy
2,363
+113
+5% +$26.2K 0.01% 448
2023
Q4
$459K Buy
2,250
+80
+4% +$16.3K 0.01% 455
2023
Q3
$441K Sell
2,170
-351
-14% -$71.4K 0.01% 421
2023
Q2
$498K Sell
2,521
-45
-2% -$8.9K 0.02% 364
2023
Q1
$472K Buy
+2,566
New +$472K 0.02% 331
2021
Q3
Sell
-999
Closed -$321K 338
2021
Q2
$321K Buy
+999
New +$321K 0.02% 224