Greystone Financial Group’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,136
| Closed | -$574K | – | 115 |
|
2024
Q2 | $574K | Buy |
3,136
+1,284
| +69% | +$235K | 0.11% | 82 |
|
2024
Q1 | $429K | Buy |
1,852
+80
| +5% | +$18.5K | 0.09% | 89 |
|
2023
Q4 | $341K | Buy |
1,772
+158
| +10% | +$30.4K | 0.08% | 91 |
|
2023
Q3 | $328K | Sell |
1,614
-1,070
| -40% | -$218K | 0.08% | 87 |
|
2023
Q2 | $531K | Buy |
2,684
+466
| +21% | +$92.1K | 0.12% | 77 |
|
2023
Q1 | $408K | Buy |
2,218
+23
| +1% | +$4.23K | 0.1% | 85 |
|
2022
Q4 | $354K | Sell |
2,195
-2,178
| -50% | -$351K | 0.1% | 69 |
|
2022
Q3 | $721K | Buy |
+4,373
| New | +$721K | 0.24% | 52 |
|