Householder Group Estate & Retirement Specialist’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $119K | Sell |
567
-632
| -53% | -$133K | 0.09% | 140 |
|
|
2024
Q3 | $251K | Sell |
1,199
-724
| -38% | -$152K | 0.07% | 216 |
|
|
2024
Q2 | $351K | Hold |
1,923
| – | – | 0.1% | 172 |
|
|
2024
Q1 | $446K | Sell |
1,923
-70
| -4% | -$16.2K | 0.13% | 146 |
|
|
2023
Q4 | $383K | Sell |
1,993
-240
| -11% | -$46.1K | 0.13% | 154 |
|
|
2023
Q3 | $454K | Buy |
+2,233
| New | +$454K | 0.16% | 114 |
|
|
2023
Q1 | $434K | Buy |
+2,362
| New | +$434K | 0.17% | 118 |
|
|
2022
Q4 | – | Sell |
-2,438
| Closed | -$401K | – | 1108 |
|
|
2022
Q3 | $401K | Hold |
2,438
| – | – | 0.17% | 131 |
|
|
2022
Q2 | $483K | Sell |
2,438
-148
| -6% | -$29.3K | 0.22% | 112 |
|
|
2022
Q1 | $549K | Hold |
2,586
| – | – | 0.22% | 113 |
|
|
2021
Q4 | $661K | Buy |
+2,586
| New | +$661K | 0.25% | 105 |
|