Raymond James Trust’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 | $231K | Buy |
+1,099
| New | +$231K | 0.01% | 1174 |
|
|
2024
Q2 | – | Sell |
-930
| Closed | -$215K | – | 1303 |
|
|
2024
Q1 | $215K | Buy |
+930
| New | +$215K | 0.01% | 1155 |
|
|
2023
Q4 | – | Sell |
-1,568
| Closed | -$319K | – | 1250 |
|
|
2023
Q3 | $319K | Sell |
1,568
-159
| -9% | -$32.3K | 0.01% | 837 |
|
|
2023
Q2 | $341K | Sell |
1,727
-24
| -1% | -$4.74K | 0.01% | 829 |
|
|
2023
Q1 | $322K | Sell |
1,751
-157
| -8% | -$28.9K | 0.01% | 829 |
|
|
2022
Q4 | $308K | Sell |
1,908
-16
| -0.8% | -$2.58K | 0.01% | 815 |
|
|
2022
Q3 | $317K | Buy |
1,924
+648
| +51% | +$107K | 0.01% | 763 |
|
|
2022
Q2 | $253K | Sell |
1,276
-283
| -18% | -$56.1K | 0.01% | 894 |
|
|
2022
Q1 | $331K | Buy |
1,559
+28
| +2% | +$5.95K | 0.01% | 831 |
|
|
2021
Q4 | $391K | Buy |
1,531
+275
| +22% | +$70.2K | 0.01% | 758 |
|
|
2021
Q3 | $362K | Buy |
1,256
+18
| +1% | +$5.19K | 0.01% | 759 |
|
|
2021
Q2 | $385K | Sell |
1,238
-200
| -14% | -$62.2K | 0.01% | 737 |
|
|
2021
Q1 | $376K | Buy |
1,438
+131
| +10% | +$34.3K | 0.01% | 711 |
|
|
2020
Q4 | $356K | Buy |
1,307
+6
| +0.5% | +$1.63K | 0.01% | 688 |
|
|
2020
Q3 | $365K | Buy |
1,301
+140
| +12% | +$39.3K | 0.02% | 607 |
|
|
2020
Q2 | $272K | Buy |
+1,161
| New | +$272K | 0.01% | 701 |
|