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