LifePlan Financial’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,731
| Closed | -$364K | – | 94 |
|
2024
Q4 | $364K | Sell |
1,731
-5
| -0.3% | -$1.05K | 0.32% | 74 |
|
2024
Q3 | $364K | Sell |
1,736
-98
| -5% | -$20.6K | 0.31% | 78 |
|
2024
Q2 | $336K | Sell |
1,834
-59
| -3% | -$10.8K | 0.31% | 77 |
|
2024
Q1 | $439K | Buy |
1,893
+660
| +54% | +$153K | 0.4% | 71 |
|
2023
Q4 | $237K | Buy |
+1,233
| New | +$237K | 0.24% | 83 |
|