Wilbanks Smith & Thomas Asset Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $858K | Buy |
3,702
+11
| +0.3% | +$2.55K | 0.02% | 256 |
|
|
2023
Q4 | $711K | Hold |
3,691
| – | – | 0.02% | 281 |
|
|
2023
Q3 | $751K | Sell |
3,691
-335
| -8% | -$68.2K | 0.03% | 253 |
|
|
2023
Q2 | $796K | Hold |
4,026
| – | – | 0.03% | 250 |
|
|
2023
Q1 | $740K | Hold |
4,026
| – | – | 0.03% | 254 |
|
|
2022
Q4 | $650K | Buy |
4,026
+2,691
| +202% | +$434K | 0.02% | 268 |
|
|
2022
Q3 | $220K | Hold |
1,335
| – | – | 0.01% | 425 |
|
|
2022
Q2 | $264K | Sell |
1,335
-75
| -5% | -$14.8K | 0.01% | 398 |
|
|
2022
Q1 | $259K | Sell |
1,410
-519
| -27% | -$95.3K | 0.01% | 427 |
|
|
2021
Q4 | $493K | Hold |
1,929
| – | – | 0.02% | 331 |
|
|
2021
Q3 | $556K | Hold |
1,929
| – | – | 0.02% | 292 |
|
|
2021
Q2 | $600K | Buy |
1,929
+627
| +48% | +$195K | 0.02% | 285 |
|
|
2021
Q1 | $340K | Sell |
1,302
-273
| -17% | -$71.3K | 0.01% | 345 |
|
|
2020
Q4 | $429K | Buy |
1,575
+273
| +21% | +$74.4K | 0.02% | 280 |
|
|
2020
Q3 | $366K | Hold |
1,302
| – | – | 0.02% | 288 |
|
|
2020
Q2 | $305K | Hold |
1,302
| – | – | 0.02% | 306 |
|
|
2020
Q1 | $204K | Buy |
+1,302
| New | +$204K | 0.02% | 341 |
|