Lido Advisors’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 | $1.01M | Buy |
3,500
+88
| +3% | +$25.3K | ﹤0.01% | 764 |
|
|
2025
Q1 | $790K | Buy |
3,412
+1,561
| +84% | +$362K | ﹤0.01% | 816 |
|
|
2024
Q4 | $389K | Buy |
1,851
+17
| +0.9% | +$3.57K | ﹤0.01% | 997 |
|
|
2024
Q3 | $385K | Buy |
1,834
+67
| +4% | +$14.1K | ﹤0.01% | 941 |
|
|
2024
Q2 | $323K | Sell |
1,767
-193
| -10% | -$35.3K | ﹤0.01% | 972 |
|
|
2024
Q1 | $454K | Buy |
1,960
+273
| +16% | +$63.3K | ﹤0.01% | 847 |
|
|
2023
Q4 | $325K | Sell |
1,687
-6
| -0.4% | -$1.16K | ﹤0.01% | 900 |
|
|
2023
Q3 | $344K | Buy |
1,693
+92
| +6% | +$18.7K | ﹤0.01% | 784 |
|
|
2023
Q2 | $317K | Buy |
1,601
+83
| +5% | +$16.4K | ﹤0.01% | 811 |
|
|
2023
Q1 | $279K | Buy |
+1,518
| New | +$279K | ﹤0.01% | 810 |
|
|
2021
Q1 | – | Sell |
-1,448
| Closed | -$394K | – | 783 |
|
|
2020
Q4 | $394K | Sell |
1,448
-353
| -20% | -$96.1K | 0.01% | 476 |
|
|
2020
Q3 | $506K | Buy |
+1,801
| New | +$506K | 0.01% | 333 |
|
|
2020
Q1 | – | Sell |
-2,574
| Closed | -$362K | – | 614 |
|
|
2019
Q4 | $362K | Sell |
2,574
-24
| -0.9% | -$3.38K | 0.01% | 404 |
|
|
2019
Q3 | $397K | Sell |
2,598
-1,032
| -28% | -$158K | 0.02% | 342 |
|
|
2019
Q2 | $588K | Buy |
3,630
+372
| +11% | +$60.3K | 0.03% | 244 |
|
|
2019
Q1 | $413K | Buy |
3,258
+196
| +6% | +$24.8K | 0.03% | 296 |
|
|
2018
Q4 | $273K | Buy |
+3,062
| New | +$273K | 0.03% | 313 |
|