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