Montag & Caldwell’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Hold |
5,555
| – | – | 0.35% | 34 |
|
|
2025
Q1 | $1.29M | Hold |
5,555
| – | – | 0.3% | 40 |
|
|
2024
Q4 | $1.17M | Sell |
5,555
-10
| -0.2% | -$2.1K | 0.25% | 43 |
|
|
2024
Q3 | $1.17M | Buy |
5,565
+2,170
| +64% | +$455K | 0.24% | 46 |
|
|
2024
Q2 | $621K | Buy |
3,395
+110
| +3% | +$20.1K | 0.13% | 64 |
|
|
2024
Q1 | $761K | Buy |
3,285
+1,104
| +51% | +$256K | 0.13% | 57 |
|
|
2023
Q4 | $420K | Sell |
2,181
-2,937
| -57% | -$565K | 0.07% | 64 |
|
|
2023
Q3 | $1.04M | Buy |
5,118
+2,596
| +103% | +$528K | 0.13% | 40 |
|
|
2023
Q2 | $499K | Buy |
+2,522
| New | +$499K | 0.06% | 64 |
|