Captrust Financial Advisors Veeva Systems Inc Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Veeva Systems Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 7,865 shares of VEEV stock, worth $1.76 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,865

Previous 7,120 10.46%

Holding current value

$1.76 Million

Previous $1.3 Million 26.63%

% of portfolio

0.01%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$180.43 - $223.9 $134,420 - $166,805	745 Added 10.46%	7,865 $1.65 Million
Q2 2024 Aug 14, 2024	SELL	$171.41 - $230.39 $55,022 - $73,955	-321 Reduced 4.31%	7,120 $1.3 Million
Q1 2024 May 15, 2024	SELL	$185.19 - $234.79 $462,049 - $585,801	-2,495 Reduced 25.11%	7,441 $1.72 Million
Q4 2023 Feb 14, 2024	SELL	$165.08 - $216.72 $127,276 - $167,091	-771 Reduced 7.2%	9,936 $1.91 Million
Q3 2023 Nov 14, 2023	BUY	$186.39 - $224.9 $1.09 Million - $1.32 Million	5,851 Added 120.49%	10,707 $2.18 Million
Q2 2023 Aug 14, 2023	SELL	$162.6 - $202.68 $206,014 - $256,795	-1,267 Reduced 20.69%	4,856 $960,000
Q1 2023 May 15, 2023	BUY	$158.27 - $183.79 $20,258 - $23,525	128 Added 2.14%	6,123 $1.13 Million
Q4 2022 Feb 15, 2023	SELL	$151.1 - $191.66 $90,055 - $114,229	-596 Reduced 9.04%	5,995 $967,000
Q3 2022 Nov 16, 2022	BUY	$157.99 - $231.91 $281,380 - $413,031	1,781 Added 37.03%	6,591 $1.09 Million
Q2 2022 Aug 23, 2022	SELL	$153.1 - $216.76 $3,980 - $5,635	-26 Reduced 0.54%	4,810 $953,000
Q2 2022 Aug 16, 2022	BUY	$153.1 - $216.76 $16,687 - $23,626	109 Added 2.31%	4,836 $958,000
Q1 2022 May 16, 2022	BUY	$170.79 - $256.31 $139,877 - $209,917	819 Added 20.96%	4,727 $1 Million
Q4 2021 Feb 14, 2022	BUY	$249.49 - $325.25 $60,626 - $79,035	243 Added 6.63%	3,908 $998,000
Q3 2021 Nov 16, 2021	SELL	$282.94 - $341.0 $145,431 - $175,274	-514 Reduced 12.3%	3,665 $1.06 Million
Q2 2021 Aug 16, 2021	SELL	$245.66 - $320.13 $440,222 - $573,672	-1,792 Reduced 30.01%	4,179 $1.3 Million
Q1 2021 May 17, 2021	BUY	$241.17 - $318.09 $339,085 - $447,234	1,406 Added 30.8%	5,971 $1.56 Million
Q4 2020 Feb 16, 2021	BUY	$258.87 - $308.55 $5,436 - $6,479	21 Added 0.46%	4,565 $1.24 Million
Q3 2020 Nov 17, 2020	BUY	$240.77 - $297.07 $80,417 - $99,221	334 Added 7.93%	4,544 $1.26 Million
Q2 2020 Aug 14, 2020	BUY	$150.11 - $239.1 $33,174 - $52,841	221 Added 5.54%	4,210 $1.02 Million
Q4 2019 Feb 14, 2020	BUY	$139.77 - $159.23 $430,491 - $490,428	3,080 Added 338.83%	3,989 $572,000
Q3 2019 Nov 14, 2019	SELL	$139.82 - $175.65 $2,237 - $2,810	-16 Reduced 1.73%	909 $139,000
Q2 2019 Aug 13, 2019	SELL	$126.76 - $171.15 $27,633 - $37,310	-218 Reduced 19.07%	925 $150,000
Q1 2019 May 15, 2019	SELL	$84.89 - $128.62 $5,942 - $9,003	-70 Reduced 5.77%	1,143 $145,000
Q4 2018 Feb 13, 2019	BUY	$80.01 - $105.2 $3,920 - $5,154	49 Added 4.21%	1,213 $108,000
Q3 2018 Nov 15, 2018	BUY	$75.16 - $108.87 $8,042 - $11,649	107 Added 10.12%	1,164 $127,000
Q2 2018 Aug 13, 2018	BUY	$69.42 - $84.53 $35,681 - $43,448	514 Added 94.66%	1,057 $81,000
Q1 2018 May 15, 2018	BUY	$54.32 - $77.88 $13,742 - $19,703	253 Added 87.24%	543 $39,000
Q4 2017 Feb 14, 2018	BUY	$54.0 - $62.97 $15,660 - $18,261	290	290 $16,000

Others Institutions Holding VEEV

# of Institutions

1,032

Shares Held

121M

Call Options Held

1.01M

Put Options Held

1.13M

View Full List

About VEEVA SYSTEMS INC

Ticker VEEV
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 140,516,000
Market Cap $31.5B
Description
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America. The company offers Veeva Commercial Cloud, a suite of software, data, and analytics solutions, which include Veeva customer relationship management (CRM) and Veeva Medical CRM, Ve...

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Captrust Financial Advisors Veeva Systems Inc Transaction History