MA
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Montag & Associates’s Veeva Systems VEEV Stock Holding History

Montag & Associates’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$8.07K – 963
2022
Q4 		$8.07K Hold
50
– – ﹤0.01% 758
2022
Q3 		$8K Hold
50
– – ﹤0.01% 750
2022
Q2 		$10K Hold
50
– – ﹤0.01% 695
2022
Q1 		$11K Sell
50
-25
-33% -$5.42K ﹤0.01% 716
2021
Q4 		$19K Buy
75
+50
+200% +$14.5K ﹤0.01% 683
2021
Q3 		$7K Hold
25
– – ﹤0.01% 753
2021
Q2 		$8K Sell
25
-400
-94% -$112K ﹤0.01% 748
2021
Q1 		$111K Buy
425
+410
+2,733% +$114K 0.01% 459
2020
Q4 		$4K Buy
+15
New +$4.2K ﹤0.01% 754

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