Glass Jacobson Investment Advisors’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 | – | Sell |
-200
| Closed | -$42.1K | – | 848 |
|
|
2025
Q1 | $42.1K | Hold |
200
| – | – | 0.01% | 401 |
|
|
2024
Q4 | $42.1K | Hold |
200
| – | – | 0.01% | 401 |
|
|
2024
Q3 | $42K | Hold |
200
| – | – | 0.01% | 384 |
|
|
2024
Q2 | $36.6K | Hold |
200
| – | – | 0.01% | 389 |
|
|
2024
Q1 | $46.3K | Hold |
200
| – | – | 0.02% | 361 |
|
|
2023
Q4 | $38.5K | Sell |
200
-8
| -4% | -$1.54K | 0.02% | 357 |
|
|
2023
Q3 | $42.3K | Hold |
208
| – | – | 0.02% | 337 |
|
|
2023
Q2 | $41.1K | Buy |
+208
| New | +$41.1K | 0.02% | 346 |
|
|
2022
Q4 | $32.9K | Buy |
+204
| New | +$32.9K | 0.02% | 377 |
|