GeoWealth 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
$285K Sell
990
-32
-3% -$9.22K 0.01% 556
2025
Q1
$237K Hold
1,022
0.01% 611
2024
Q4
$215K Buy
1,022
+101
+11% +$21.2K 0.01% 739
2024
Q3
$193K Buy
+921
New +$193K 0.01% 731