Laurel Wealth Advisors (California)’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $239K | Hold |
1,480
| – | – | 0.02% | 579 |
|
|
2022
Q3 | $244K | Hold |
1,480
| – | – | 0.03% | 555 |
|
|
2022
Q2 | $293K | Sell |
1,480
-622
| -30% | -$123K | 0.03% | 499 |
|
|
2022
Q1 | $447K | Sell |
2,102
-18
| -0.8% | -$3.83K | 0.04% | 441 |
|
|
2021
Q4 | $542K | Sell |
2,120
-205
| -9% | -$52.4K | 0.04% | 427 |
|
|
2021
Q3 | $670K | Hold |
2,325
| – | – | 0.12% | 192 |
|
|
2021
Q2 | $723K | Hold |
2,325
| – | – | 0.09% | 218 |
|
|
2021
Q1 | $607K | Sell |
2,325
-295
| -11% | -$77K | 0.09% | 216 |
|
|
2020
Q4 | $713K | Sell |
2,620
-22
| -0.8% | -$5.99K | 0.1% | 189 |
|
|
2020
Q3 | $743K | Hold |
2,642
| – | – | 0.12% | 180 |
|
|
2020
Q2 | $620K | Sell |
2,642
-512
| -16% | -$120K | 0.11% | 194 |
|
|
2020
Q1 | $493K | Sell |
3,154
-355
| -10% | -$55.5K | 0.11% | 199 |
|
|
2019
Q4 | $494K | Buy |
3,509
+1,354
| +63% | +$191K | 0.08% | 245 |
|
|
2019
Q3 | $329K | Buy |
2,155
+115
| +6% | +$17.6K | 0.06% | 319 |
|
|
2019
Q2 | $331K | Sell |
2,040
-40
| -2% | -$6.49K | 0.07% | 280 |
|
|
2019
Q1 | $264K | Buy |
+2,080
| New | +$264K | 0.07% | 307 |
|
|
2018
Q4 | – | Sell |
-1,997
| Closed | -$217K | – | 399 |
|
|
2018
Q3 | $217K | Buy |
+1,997
| New | +$217K | 0.05% | 349 |
|