SlateStone Wealth’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
$288K Hold
1,000
0.03% 253
2025
Q1
$232K Hold
1,000
0.02% 259
2024
Q4
$210K Hold
1,000
0.02% 269
2024
Q3
$210K Buy
+1,000
New +$210K 0.02% 268
2024
Q2
Sell
-1,000
Closed -$232K 297
2024
Q1
$232K Buy
+1,000
New +$232K 0.02% 255
2023
Q4
Sell
-1,000
Closed -$203K 251
2023
Q3
$203K Buy
+1,000
New +$203K 0.03% 218