Montag & Associates’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50
| Closed | -$8.07K | – | 957 |
|
|
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% | -$5.5K | ﹤0.01% | 716 |
|
|
2021
Q4 | $19K | Buy |
75
+50
| +200% | +$12.7K | ﹤0.01% | 683 |
|
|
2021
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 753 |
|
|
2021
Q2 | $8K | Sell |
25
-400
| -94% | -$128K | ﹤0.01% | 748 |
|
|
2021
Q1 | $111K | Buy |
425
+410
| +2,733% | +$107K | 0.01% | 459 |
|
|
2020
Q4 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 754 |
|