Pathstone Family Office’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $891K | Buy |
4,378
+608
| +16% | +$124K | 0.01% | 765 |
|
|
2023
Q2 | $746K | Buy |
3,770
+2,674
| +244% | +$529K | 0.01% | 580 |
|
|
2023
Q1 | $201K | Sell |
1,096
-3,668
| -77% | -$674K | ﹤0.01% | 1091 |
|
|
2022
Q4 | $772K | Sell |
4,764
-412
| -8% | -$66.8K | 0.01% | 905 |
|
|
2022
Q3 | $853K | Buy |
5,176
+4,098
| +380% | +$676K | 0.01% | 820 |
|
|
2022
Q2 | $214K | Sell |
1,078
-7
| -0.6% | -$1.39K | ﹤0.01% | 938 |
|
|
2022
Q1 | $231K | Sell |
1,085
-1
| -0.1% | -$213 | 0.01% | 845 |
|
|
2021
Q4 | $278K | Buy |
1,086
+5
| +0.5% | +$1.28K | 0.01% | 738 |
|
|
2021
Q3 | $311K | Sell |
1,081
-11
| -1% | -$3.17K | 0.01% | 669 |
|
|
2021
Q2 | $339K | Buy |
1,092
+40
| +4% | +$12.4K | 0.01% | 605 |
|
|
2021
Q1 | $275K | Buy |
+1,052
| New | +$275K | 0.01% | 510 |
|