Plante Moran Financial 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
Q3 | – | Sell |
-13
| Closed | -$2.38K | – | 941 |
|
|
2024
Q2 | $2.38K | Sell |
13
-1
| -7% | -$183 | ﹤0.01% | 700 |
|
|
2024
Q1 | $3.24K | Sell |
14
-8
| -36% | -$1.85K | ﹤0.01% | 727 |
|
|
2023
Q4 | $4.24K | Buy |
+22
| New | +$4.24K | ﹤0.01% | 658 |
|
|
2023
Q3 | – | Sell |
-14
| Closed | -$2.77K | – | 883 |
|
|
2023
Q2 | $2.77K | Buy |
+14
| New | +$2.77K | ﹤0.01% | 669 |
|
|
2022
Q1 | – | Sell |
-18
| Closed | -$5K | – | 1032 |
|
|
2021
Q4 | $5K | Sell |
18
-92
| -84% | -$25.6K | ﹤0.01% | 832 |
|
|
2021
Q3 | $32K | Buy |
110
+27
| +33% | +$7.86K | 0.01% | 462 |
|
|
2021
Q2 | $26K | Hold |
83
| – | – | 0.01% | 513 |
|
|
2021
Q1 | $22K | Buy |
83
+29
| +54% | +$7.69K | 0.01% | 527 |
|
|
2020
Q4 | $15K | Hold |
54
| – | – | ﹤0.01% | 578 |
|
|
2020
Q3 | $15K | Hold |
54
| – | – | 0.01% | 549 |
|
|
2020
Q2 | $13K | Sell |
54
-24
| -31% | -$5.78K | 0.01% | 496 |
|
|
2020
Q1 | $12K | Buy |
78
+60
| +333% | +$9.23K | 0.01% | 476 |
|
|
2019
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 668 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$45K | – | 945 |
|
|
2018
Q4 | $45K | Buy |
+500
| New | +$45K | 0.02% | 312 |
|