Peninsula Wealth’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 | $677K | Sell |
3,222
-1,000
| -24% | -$210K | 0.12% | 61 |
|
|
2024
Q3 | $918K | Sell |
4,222
-2,585
| -38% | -$562K | 0.16% | 54 |
|
|
2024
Q2 | $1.28M | Sell |
6,807
-994
| -13% | -$187K | 0.24% | 41 |
|
|
2024
Q1 | $1.81M | Hold |
7,801
| – | – | 0.36% | 30 |
|
|
2023
Q4 | $1.5M | Buy |
7,801
+39
| +0.5% | +$7.51K | 0.31% | 35 |
|
|
2023
Q3 | $1.51M | Sell |
7,762
-733
| -9% | -$143K | 0.35% | 29 |
|
|
2023
Q2 | $1.68M | Sell |
8,495
-900
| -10% | -$178K | 0.44% | 26 |
|
|
2023
Q1 | $1.73M | Sell |
9,395
-1,163
| -11% | -$214K | 0.5% | 25 |
|
|
2022
Q4 | $1.7M | Sell |
10,558
-460
| -4% | -$74.2K | 0.54% | 23 |
|
|
2022
Q3 | $1.82M | Buy |
+11,018
| New | +$1.82M | 0.64% | 21 |
|