Old North State Wealth Management’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 | $4.39M | Hold |
15,241
| – | – | 2.29% | 12 |
|
2025
Q1 | $3.53M | Sell |
15,241
-110
| -0.7% | -$25.5K | 1.97% | 16 |
|
2024
Q4 | $3.23M | Buy |
15,351
+55
| +0.4% | +$11.6K | 1.81% | 18 |
|
2024
Q3 | $3.21M | Buy |
15,296
+1,360
| +10% | +$285K | 1.8% | 19 |
|
2024
Q2 | $2.55M | Buy |
13,936
+2,171
| +18% | +$397K | 1.68% | 23 |
|
2024
Q1 | $2.73M | Buy |
11,765
+1,215
| +12% | +$282K | 1.78% | 20 |
|
2023
Q4 | $2.03M | Buy |
10,550
+3,115
| +42% | +$600K | 1.5% | 26 |
|
2023
Q3 | $1.51M | Buy |
7,435
+935
| +14% | +$190K | 1.33% | 27 |
|
2023
Q2 | $1.29M | Buy |
6,500
+705
| +12% | +$139K | 1.13% | 33 |
|
2023
Q1 | $1.07M | Buy |
5,795
+1,950
| +51% | +$358K | 1% | 35 |
|
2022
Q4 | $621K | Buy |
3,845
+615
| +19% | +$99.2K | 0.62% | 42 |
|
2022
Q3 | $533K | Buy |
3,230
+1,025
| +46% | +$169K | 0.62% | 39 |
|
2022
Q2 | $437K | Buy |
+2,205
| New | +$437K | 0.5% | 44 |
|