Global Financial Private Client’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 |
-52
| Closed | -$12K | – | 1543 |
|
|
2025
Q1 | $12K | Buy |
52
+8
| +18% | +$1.85K | ﹤0.01% | 542 |
|
|
2024
Q4 | $9.25K | Buy |
44
+3
| +7% | +$631 | ﹤0.01% | 560 |
|
|
2024
Q3 | $8.61K | Hold |
41
| – | – | ﹤0.01% | 579 |
|
|
2024
Q2 | $7.5K | Sell |
41
-405
| -91% | -$74.1K | ﹤0.01% | 472 |
|
|
2024
Q1 | $103K | Sell |
446
-34
| -7% | -$7.83K | 0.04% | 233 |
|
|
2023
Q4 | $92.4K | Buy |
480
+244
| +103% | +$47K | 0.04% | 240 |
|
|
2023
Q3 | $47.5K | Buy |
+236
| New | +$47.5K | 0.02% | 290 |
|