LSA
Lion Street Advisors’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
2,280
-173
| -7% | -$49.8K | 0.2% | 114 |
|
|
2025
Q1 | $568K | Sell |
2,453
-36
| -1% | -$8.34K | 0.18% | 116 |
|
|
2024
Q4 | $523K | Buy |
2,489
+232
| +10% | +$48.8K | 0.17% | 127 |
|
|
2024
Q3 | $474K | Sell |
2,257
-7
| -0.3% | -$1.47K | 0.17% | 140 |
|
|
2024
Q2 | $414K | Buy |
2,264
+95
| +4% | +$17.4K | 0.15% | 146 |
|
|
2024
Q1 | $418K | Hold |
2,169
| – | – | 0.17% | 130 |
|
|
2023
Q4 | $418K | Sell |
2,169
-1,255
| -37% | -$242K | 0.17% | 130 |
|
|
2023
Q3 | $697K | Buy |
3,424
+61
| +2% | +$12.4K | 0.23% | 87 |
|
|
2023
Q2 | $1.07M | Buy |
3,363
+147
| +5% | +$46.6K | 0.36% | 55 |
|
|
2023
Q1 | $591K | Buy |
3,216
+234
| +8% | +$43K | 0.18% | 102 |
|
|
2022
Q4 | $945K | Sell |
2,982
-64
| -2% | -$20.3K | 0.5% | 23 |
|
|
2022
Q3 | $497K | Buy |
3,046
+64
| +2% | +$10.4K | 0.25% | 58 |
|
|
2022
Q2 | $948K | Sell |
2,982
-35
| -1% | -$11.1K | 0.5% | 23 |
|
|
2022
Q1 | $638K | Buy |
3,017
+41
| +1% | +$8.67K | 0.33% | 44 |
|
|
2021
Q4 | $764K | Buy |
2,976
+14
| +0.5% | +$3.59K | 0.37% | 40 |
|
|
2021
Q3 | $849K | Buy |
+2,962
| New | +$849K | 0.46% | 30 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$12K | – | 398 |
|
|
2020
Q1 | $12K | Buy |
+75
| New | +$12K | 0.07% | 143 |
|