Arkadios Wealth Advisors’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 | $1.05M | Buy |
3,632
+327
| +10% | +$94.2K | 0.03% | 555 |
|
|
2025
Q1 | $766K | Buy |
3,305
+193
| +6% | +$44.7K | 0.03% | 551 |
|
|
2024
Q4 | $654K | Buy |
3,112
+58
| +2% | +$12.2K | 0.04% | 448 |
|
|
2024
Q3 | $641K | Buy |
3,054
+406
| +15% | +$85.2K | 0.04% | 458 |
|
|
2024
Q2 | $485K | Hold |
2,648
| – | – | 0.03% | 473 |
|
|
2024
Q1 | $614K | Sell |
2,648
-87
| -3% | -$20.2K | 0.05% | 344 |
|
|
2023
Q4 | $527K | Buy |
2,735
+120
| +5% | +$23.1K | 0.04% | 356 |
|
|
2023
Q3 | $532K | Sell |
2,615
-27
| -1% | -$5.49K | 0.05% | 317 |
|
|
2023
Q2 | $522K | Sell |
2,642
-22
| -0.8% | -$4.35K | 0.06% | 293 |
|
|
2023
Q1 | $490K | Buy |
2,664
+428
| +19% | +$78.7K | 0.06% | 307 |
|
|
2022
Q4 | $361K | Buy |
2,236
+4
| +0.2% | +$646 | 0.05% | 353 |
|
|
2022
Q3 | $368K | Sell |
2,232
-237
| -10% | -$39.1K | 0.06% | 333 |
|
|
2022
Q2 | $489K | Buy |
2,469
+1,379
| +127% | +$273K | 0.07% | 283 |
|
|
2022
Q1 | $232K | Buy |
+1,090
| New | +$232K | 0.03% | 488 |
|
|
2021
Q4 | – | Sell |
-147
| Closed | -$42K | – | 1727 |
|
|
2021
Q3 | $42K | Buy |
147
+9
| +7% | +$2.57K | 0.01% | 943 |
|
|
2021
Q2 | $42K | Hold |
138
| – | – | 0.01% | 986 |
|
|
2021
Q1 | $36K | Buy |
138
+19
| +16% | +$4.96K | 0.01% | 792 |
|
|
2020
Q4 | $32K | Buy |
119
+23
| +24% | +$6.19K | 0.01% | 643 |
|
|
2020
Q3 | $29.4K | Sell |
96
-18
| -16% | -$5.51K | 0.01% | 515 |
|
|
2020
Q2 | $27.9K | Buy |
114
+18
| +19% | +$4.4K | 0.02% | 482 |
|
|
2020
Q1 | $15K | Hold |
96
| – | – | 0.01% | 549 |
|
|
2019
Q4 | $14.8K | Buy |
+96
| New | +$14.8K | 0.01% | 521 |
|