Mutual Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-959
| Closed | -$204K | – | 1133 |
|
|
2024
Q3 | $204K | Buy |
+959
| New | +$204K | 0.01% | 1040 |
|
|
2024
Q2 | – | Sell |
-971
| Closed | -$225K | – | 1163 |
|
|
2024
Q1 | $225K | Buy |
+971
| New | +$225K | 0.01% | 992 |
|
|
2023
Q4 | – | Sell |
-1,026
| Closed | -$209K | – | 1081 |
|
|
2023
Q3 | $209K | Sell |
1,026
-315
| -23% | -$64.1K | 0.01% | 907 |
|
|
2023
Q2 | $265K | Buy |
1,341
+103
| +8% | +$20.4K | 0.01% | 847 |
|
|
2023
Q1 | $228K | Buy |
+1,238
| New | +$228K | 0.01% | 875 |
|
|
2021
Q2 | – | Sell |
-772
| Closed | -$202K | – | 856 |
|
|
2021
Q1 | $202K | Sell |
772
-15
| -2% | -$3.93K | 0.01% | 733 |
|
|
2020
Q4 | $214K | Sell |
787
-73
| -8% | -$19.9K | 0.02% | 679 |
|
|
2020
Q3 | $242K | Buy |
+860
| New | +$242K | 0.02% | 589 |
|
|
2019
Q3 | – | Sell |
-2,713
| Closed | -$440K | – | 601 |
|
|
2019
Q2 | $440K | Buy |
+2,713
| New | +$440K | 0.06% | 346 |
|