Glassman Wealth Services’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 |
-115
| Closed | -$22.1K | – | 1760 |
|
|
2023
Q4 | $22.1K | Sell |
115
-2
| -2% | -$385 | ﹤0.01% | 664 |
|
|
2023
Q3 | $23.8K | Sell |
117
-4
| -3% | -$814 | ﹤0.01% | 620 |
|
|
2023
Q2 | $23.9K | Buy |
121
+3
| +3% | +$593 | ﹤0.01% | 581 |
|
|
2023
Q1 | $21.7K | Buy |
118
+1
| +0.9% | +$184 | ﹤0.01% | 617 |
|
|
2022
Q4 | $18.9K | Hold |
117
| – | – | ﹤0.01% | 674 |
|
|
2022
Q3 | $19K | Buy |
117
+30
| +34% | +$4.87K | ﹤0.01% | 636 |
|
|
2022
Q2 | $17K | Buy |
87
+14
| +19% | +$2.74K | ﹤0.01% | 683 |
|
|
2022
Q1 | $16K | Sell |
73
-41
| -36% | -$8.99K | ﹤0.01% | 710 |
|
|
2021
Q4 | $29K | Buy |
114
+27
| +31% | +$6.87K | 0.01% | 523 |
|
|
2021
Q3 | $25K | Buy |
87
+5
| +6% | +$1.44K | 0.01% | 532 |
|
|
2021
Q2 | $25K | Hold |
82
| – | – | 0.01% | 516 |
|
|
2021
Q1 | $21K | Buy |
82
+11
| +15% | +$2.82K | ﹤0.01% | 519 |
|
|
2020
Q4 | $19K | Buy |
71
+15
| +27% | +$4.01K | ﹤0.01% | 550 |
|
|
2020
Q3 | $16K | Buy |
56
+14
| +33% | +$4K | ﹤0.01% | 497 |
|
|
2020
Q2 | $10K | Buy |
42
+29
| +223% | +$6.91K | ﹤0.01% | 501 |
|
|
2020
Q1 | $2K | Buy |
13
+4
| +44% | +$615 | ﹤0.01% | 760 |
|
|
2019
Q4 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 1064 |
|
|
2019
Q3 | $1K | Sell |
7
-5
| -42% | -$714 | ﹤0.01% | 942 |
|
|
2019
Q2 | $2K | Buy |
12
+8
| +200% | +$1.33K | ﹤0.01% | 762 |
|
|
2019
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 912 |
|
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 991 |
|
|
2018
Q3 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 967 |
|
|
2018
Q2 | $1K | Buy |
8
+4
| +100% | +$500 | ﹤0.01% | 736 |
|
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 933 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 797 |
|