Summit Trail Advisors’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 | $353K | Buy |
+1,226
| New | +$353K | 0.01% | 860 |
|
|
2024
Q3 | – | Sell |
-1,123
| Closed | -$206K | – | 743 |
|
|
2024
Q2 | $206K | Buy |
1,123
+77
| +7% | +$14.1K | 0.01% | 589 |
|
|
2024
Q1 | $242K | Buy |
+1,046
| New | +$242K | 0.01% | 521 |
|
|
2023
Q4 | – | Sell |
-1,007
| Closed | -$205K | – | 593 |
|
|
2023
Q3 | $205K | Buy |
+1,007
| New | +$205K | 0.01% | 496 |
|
|
2018
Q1 | – | Sell |
-1,075
| Closed | -$63K | – | 1610 |
|
|
2017
Q4 | $63K | Buy |
+1,075
| New | +$63K | 0.01% | 762 |
|