Allworth Financial’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 | $2.86M | Buy |
9,934
+9,085
| +1,070% | +$2.62M | 0.01% | 411 |
|
|
2025
Q1 | $193K | Buy |
849
+34
| +4% | +$7.74K | ﹤0.01% | 957 |
|
|
2024
Q4 | $187K | Sell |
815
-99
| -11% | -$22.7K | ﹤0.01% | 972 |
|
|
2024
Q3 | $192K | Sell |
914
-728
| -44% | -$153K | ﹤0.01% | 829 |
|
|
2024
Q2 | $301K | Sell |
1,642
-3,150
| -66% | -$577K | ﹤0.01% | 696 |
|
|
2024
Q1 | $1.11M | Sell |
4,792
-153
| -3% | -$35.4K | 0.01% | 398 |
|
|
2023
Q4 | $952K | Sell |
4,945
-111
| -2% | -$21.4K | 0.01% | 415 |
|
|
2023
Q3 | $1.03M | Sell |
5,056
-491
| -9% | -$99.9K | 0.01% | 374 |
|
|
2023
Q2 | $1.1M | Buy |
5,547
+4,882
| +734% | +$965K | 0.01% | 369 |
|
|
2023
Q1 | $122K | Buy |
665
+39
| +6% | +$7.17K | ﹤0.01% | 792 |
|
|
2022
Q4 | $101K | Sell |
626
-223
| -26% | -$36K | ﹤0.01% | 814 |
|
|
2022
Q3 | $140K | Sell |
849
-77
| -8% | -$12.7K | ﹤0.01% | 677 |
|
|
2022
Q2 | $183K | Buy |
926
+305
| +49% | +$60.3K | ﹤0.01% | 575 |
|
|
2022
Q1 | $132K | Sell |
621
-8
| -1% | -$1.7K | ﹤0.01% | 653 |
|
|
2021
Q4 | $161K | Buy |
629
+101
| +19% | +$25.9K | ﹤0.01% | 577 |
|
|
2021
Q3 | $152K | Hold |
528
| – | – | ﹤0.01% | 538 |
|
|
2021
Q2 | $164K | Hold |
528
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $138K | Sell |
528
-137
| -21% | -$35.8K | ﹤0.01% | 407 |
|
|
2020
Q4 | $181K | Buy |
665
+12
| +2% | +$3.27K | ﹤0.01% | 286 |
|
|
2020
Q3 | $184K | Hold |
653
| – | – | 0.01% | 249 |
|
|
2020
Q2 | $153K | Buy |
653
+241
| +58% | +$56.5K | ﹤0.01% | 266 |
|
|
2020
Q1 | $64K | Hold |
412
| – | – | ﹤0.01% | 369 |
|
|
2019
Q4 | $58K | Buy |
412
+26
| +7% | +$3.66K | ﹤0.01% | 346 |
|
|
2019
Q3 | $59K | Buy |
386
+92
| +31% | +$14.1K | ﹤0.01% | 297 |
|
|
2019
Q2 | $48K | Buy |
294
+70
| +31% | +$11.4K | ﹤0.01% | 329 |
|
|
2019
Q1 | $28K | Buy |
224
+90
| +67% | +$11.3K | ﹤0.01% | 403 |
|
|
2018
Q4 | $12K | Hold |
134
| – | – | ﹤0.01% | 491 |
|
|
2018
Q3 | $15K | Hold |
134
| – | – | ﹤0.01% | 488 |
|
|
2018
Q2 | $10K | Hold |
134
| – | – | ﹤0.01% | 531 |
|
|
2018
Q1 | $10K | Buy |
+134
| New | +$10K | ﹤0.01% | 492 |
|