Somerset Group’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,333
| Closed | -$245K | – | 66 |
|
|
2023
Q1 | $245K | Hold |
1,333
| – | – | 0.21% | 62 |
|
|
2022
Q4 | $215K | Hold |
1,333
| – | – | 0.19% | 64 |
|
|
2022
Q3 | $220K | Hold |
1,333
| – | – | 0.2% | 58 |
|
|
2022
Q2 | $264K | Sell |
1,333
-125
| -9% | -$24.8K | 0.23% | 62 |
|
|
2022
Q1 | $310K | Hold |
1,458
| – | – | 0.22% | 60 |
|
|
2021
Q4 | $372K | Hold |
1,458
| – | – | 0.25% | 59 |
|
|
2021
Q3 | $420K | Hold |
1,458
| – | – | 0.3% | 52 |
|
|
2021
Q2 | $453K | Hold |
1,458
| – | – | 0.32% | 52 |
|
|
2021
Q1 | $381K | Hold |
1,458
| – | – | 0.29% | 54 |
|
|
2020
Q4 | $397K | Buy |
1,458
+11
| +0.8% | +$3K | 0.32% | 48 |
|
|
2020
Q3 | $407K | Buy |
1,447
+3
| +0.2% | +$844 | 0.37% | 43 |
|
|
2020
Q2 | $339K | Buy |
+1,444
| New | +$339K | 0.33% | 47 |
|