Venturi Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-169
| Closed | -$35.5K | – | 1782 |
|
|
2024
Q4 | $35.5K | Buy |
169
+163
| +2,717% | +$34.3K | ﹤0.01% | 1123 |
|
|
2024
Q3 | $1.26K | Buy |
+6
| New | +$1.26K | ﹤0.01% | 1742 |
|
|
2024
Q2 | – | Sell |
-28
| Closed | -$6.49K | – | 1539 |
|
|
2024
Q1 | $6.49K | Hold |
28
| – | – | ﹤0.01% | 1020 |
|
|
2023
Q4 | $5.39K | Buy |
28
+3
| +12% | +$578 | ﹤0.01% | 1016 |
|
|
2023
Q3 | $5.09K | Hold |
25
| – | – | ﹤0.01% | 975 |
|
|
2023
Q2 | $4.94K | Hold |
25
| – | – | ﹤0.01% | 757 |
|
|
2023
Q1 | $4.6K | Buy |
+25
| New | +$4.6K | ﹤0.01% | 842 |
|