Patriot Financial Group Insurance Agency’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 | $1.88M | Buy |
6,535
+34
| +0.5% | +$9.79K | 0.22% | 120 |
|
|
2025
Q1 | $1.51M | Sell |
6,501
-474
| -7% | -$110K | 0.2% | 126 |
|
|
2024
Q4 | $1.47M | Buy |
6,975
+51
| +0.7% | +$10.7K | 0.2% | 115 |
|
|
2024
Q3 | $1.45M | Buy |
6,924
+48
| +0.7% | +$10.1K | 0.2% | 122 |
|
|
2024
Q2 | $1.26M | Buy |
6,876
+1,370
| +25% | +$251K | 0.19% | 128 |
|
|
2024
Q1 | $1.28M | Buy |
5,506
+48
| +0.9% | +$11.1K | 0.2% | 117 |
|
|
2023
Q4 | $1.05M | Buy |
5,458
+766
| +16% | +$147K | 0.2% | 126 |
|
|
2023
Q3 | $955K | Sell |
4,692
-391
| -8% | -$79.5K | 0.2% | 133 |
|
|
2023
Q2 | $1.01M | Buy |
5,083
+1,572
| +45% | +$311K | 0.19% | 131 |
|
|
2023
Q1 | $645K | Buy |
3,511
+65
| +2% | +$11.9K | 0.13% | 178 |
|
|
2022
Q4 | $556K | Sell |
3,446
-110
| -3% | -$17.8K | 0.07% | 190 |
|
|
2022
Q3 | $586K | Sell |
3,556
-263
| -7% | -$43.3K | 0.14% | 174 |
|
|
2022
Q2 | $756K | Buy |
3,819
+491
| +15% | +$97.2K | 0.15% | 142 |
|
|
2022
Q1 | $707K | Buy |
3,328
+88
| +3% | +$18.7K | 0.13% | 184 |
|
|
2021
Q4 | $828K | Buy |
3,240
+71
| +2% | +$18.1K | 0.14% | 159 |
|
|
2021
Q3 | $913K | Sell |
3,169
-1,131
| -26% | -$326K | 0.16% | 138 |
|
|
2021
Q2 | $1.34M | Buy |
4,300
+206
| +5% | +$64.1K | 0.24% | 96 |
|
|
2021
Q1 | $1.07M | Buy |
4,094
+128
| +3% | +$33.5K | 0.25% | 98 |
|
|
2020
Q4 | $1.08M | Buy |
3,966
+406
| +11% | +$111K | 0.27% | 85 |
|
|
2020
Q3 | $1M | Sell |
3,560
-128
| -3% | -$36K | 0.33% | 63 |
|
|
2020
Q2 | $865K | Buy |
3,688
+1,373
| +59% | +$322K | 0.33% | 66 |
|
|
2020
Q1 | $362K | Buy |
2,315
+1,465
| +172% | +$229K | 0.17% | 138 |
|
|
2019
Q4 | $120K | Buy |
850
+450
| +113% | +$63.5K | 0.05% | 311 |
|
|
2019
Q3 | $61K | Hold |
400
| – | – | 0.03% | 411 |
|
|
2019
Q2 | $67K | Hold |
400
| – | – | 0.03% | 395 |
|
|
2019
Q1 | $51K | Buy |
+400
| New | +$51K | 0.03% | 383 |
|