Sara-Bay Financial’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 | $207K | Buy |
+720
| New | +$207K | 0.07% | 72 |
|
|
2025
Q1 | – | Sell |
-1,208
| Closed | -$255K | – | 85 |
|
|
2024
Q4 | $255K | Hold |
1,208
| – | – | 0.09% | 77 |
|
|
2024
Q3 | $254K | Sell |
1,208
-387
| -24% | -$81.2K | 0.09% | 78 |
|
|
2024
Q2 | $292K | Hold |
1,595
| – | – | 0.12% | 73 |
|
|
2024
Q1 | $367K | Hold |
1,595
| – | – | 0.16% | 67 |
|
|
2023
Q4 | $307K | Hold |
1,595
| – | – | 0.15% | 70 |
|
|
2023
Q3 | $325K | Sell |
1,595
-17
| -1% | -$3.46K | 0.16% | 63 |
|
|
2023
Q2 | $319K | Hold |
1,612
| – | – | 0.16% | 62 |
|
|
2023
Q1 | $296K | Sell |
1,612
-18
| -1% | -$3.31K | 0.15% | 64 |
|
|
2022
Q4 | $263K | Hold |
1,630
| – | – | 0.15% | 69 |
|
|
2022
Q3 | $269K | Hold |
1,630
| – | – | 0.15% | 70 |
|
|
2022
Q2 | $323K | Sell |
1,630
-25
| -2% | -$4.95K | 0.16% | 64 |
|
|
2022
Q1 | $352K | Sell |
1,655
-34
| -2% | -$7.23K | 0.14% | 63 |
|
|
2021
Q4 | $432K | Buy |
+1,689
| New | +$432K | 0.13% | 59 |
|
|
2021
Q3 | – | Sell |
-1,698
| Closed | -$530K | – | 83 |
|
|
2021
Q2 | $530K | Hold |
1,698
| – | – | 0.2% | 46 |
|
|
2021
Q1 | $444K | Sell |
1,698
-42
| -2% | -$11K | 0.18% | 51 |
|
|
2020
Q4 | $474K | Sell |
1,740
-23
| -1% | -$6.27K | 0.21% | 43 |
|
|
2020
Q3 | $496K | Sell |
1,763
-5,918
| -77% | -$1.66M | 0.27% | 39 |
|
|
2020
Q2 | $425K | Buy |
+7,681
| New | +$425K | 0.24% | 42 |
|