SAG
SageView Advisory Group’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,384
| Closed | -$253K | – | 584 |
|
|
2024
Q2 | $253K | Sell |
1,384
-167,161
| -99% | -$30.6M | 0.01% | 481 |
|
|
2024
Q1 | $10.6M | Buy |
168,545
+167,028
| +11,010% | +$10.5M | 0.53% | 29 |
|
|
2023
Q4 | $320K | Buy |
+1,517
| New | +$320K | 0.01% | 490 |
|