AE 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
Q2 | $2.07M | Sell |
7,179
-621
| -8% | -$179K | 0.02% | 532 |
|
|
2025
Q1 | $1.81M | Sell |
7,800
-1,624
| -17% | -$376K | 0.02% | 551 |
|
|
2024
Q4 | $1.98M | Sell |
9,424
-1,074
| -10% | -$226K | 0.02% | 524 |
|
|
2024
Q3 | $2.2M | Sell |
10,498
-1,711
| -14% | -$359K | 0.02% | 504 |
|
|
2024
Q2 | $2.23M | Sell |
12,209
-739
| -6% | -$135K | 0.02% | 492 |
|
|
2024
Q1 | $3M | Sell |
12,948
-31,585
| -71% | -$7.32M | 0.03% | 405 |
|
|
2023
Q4 | $9.3M | Buy |
44,533
+1,896
| +4% | +$396K | 0.05% | 414 |
|
|
2023
Q3 | $8.67M | Buy |
42,637
+989
| +2% | +$201K | 0.05% | 411 |
|
|
2023
Q2 | $8.23M | Buy |
41,648
+753
| +2% | +$149K | 0.05% | 413 |
|
|
2023
Q1 | $7.52M | Buy |
40,895
+1,358
| +3% | +$250K | 0.05% | 412 |
|
|
2022
Q4 | $6.38M | Sell |
39,537
-1,194
| -3% | -$193K | 0.05% | 417 |
|
|
2022
Q3 | $6.72M | Buy |
40,731
+6,485
| +19% | +$1.07M | 0.05% | 362 |
|
|
2022
Q2 | $6.78M | Sell |
34,246
-1,328
| -4% | -$263K | 0.05% | 355 |
|
|
2022
Q1 | $7.56M | Buy |
35,574
+416
| +1% | +$88.4K | 0.05% | 343 |
|
|
2021
Q4 | $8.98M | Sell |
35,158
-1,951
| -5% | -$498K | 0.06% | 290 |
|
|
2021
Q3 | $10.7M | Buy |
37,109
+2,294
| +7% | +$661K | 0.09% | 230 |
|
|
2021
Q2 | $10.8M | Buy |
34,815
+2,689
| +8% | +$836K | 0.09% | 210 |
|
|
2021
Q1 | $8.39M | Buy |
32,126
+7,615
| +31% | +$1.99M | 0.08% | 228 |
|
|
2020
Q4 | $6.67M | Buy |
24,511
+6,366
| +35% | +$1.73M | 0.08% | 235 |
|
|
2020
Q3 | $5.1M | Buy |
18,145
+5,610
| +45% | +$1.58M | 0.07% | 230 |
|
|
2020
Q2 | $2.94M | Buy |
12,535
+2,995
| +31% | +$702K | 0.05% | 312 |
|
|
2020
Q1 | $1.49M | Buy |
9,540
+4,425
| +87% | +$692K | 0.03% | 377 |
|
|
2019
Q4 | $719K | Buy |
5,115
+2,313
| +83% | +$325K | 0.02% | 615 |
|
|
2019
Q3 | $428K | Sell |
2,802
-853
| -23% | -$130K | 0.01% | 664 |
|
|
2019
Q2 | $593K | Buy |
+3,655
| New | +$593K | 0.02% | 540 |
|