Avantax Advisory Services’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 | $2.59M | Buy |
9,006
+109
| +1% | +$31.4K | 0.01% | 680 |
|
|
2025
Q1 | $2.06M | Buy |
8,897
+424
| +5% | +$98.2K | 0.01% | 722 |
|
|
2024
Q4 | $1.78M | Sell |
8,473
-276
| -3% | -$58K | 0.01% | 763 |
|
|
2024
Q3 | $1.84M | Buy |
8,749
+218
| +3% | +$45.8K | 0.01% | 745 |
|
|
2024
Q2 | $1.56M | Buy |
8,531
+6,939
| +436% | +$1.27M | 0.01% | 760 |
|
|
2024
Q1 | $369K | Buy |
+1,592
| New | +$369K | ﹤0.01% | 1186 |
|
|
2023
Q4 | – | Sell |
-1,726
| Closed | -$351K | – | 1678 |
|
|
2023
Q3 | $351K | Buy |
1,726
+707
| +69% | +$144K | ﹤0.01% | 1107 |
|
|
2023
Q2 | $201K | Buy |
+1,019
| New | +$201K | ﹤0.01% | 1401 |
|
|
2022
Q3 | – | Sell |
-1,270
| Closed | -$252K | – | 1384 |
|
|
2022
Q2 | $252K | Buy |
1,270
+329
| +35% | +$65.3K | ﹤0.01% | 1096 |
|
|
2022
Q1 | $202K | Buy |
+941
| New | +$202K | ﹤0.01% | 1198 |
|
|
2021
Q4 | – | Sell |
-847
| Closed | -$245K | – | 1281 |
|
|
2021
Q3 | $245K | Sell |
847
-23
| -3% | -$6.65K | ﹤0.01% | 1012 |
|
|
2021
Q2 | $270K | Buy |
870
+100
| +13% | +$31K | ﹤0.01% | 952 |
|
|
2021
Q1 | $202K | Sell |
770
-1,818
| -70% | -$477K | ﹤0.01% | 962 |
|
|
2020
Q4 | $704K | Sell |
2,588
-714
| -22% | -$194K | 0.02% | 455 |
|
|
2020
Q3 | $927K | Buy |
+3,302
| New | +$927K | 0.01% | 555 |
|
|
2019
Q2 | – | Sell |
-3,842
| Closed | -$487K | – | 547 |
|
|
2019
Q1 | $487K | Buy |
+3,842
| New | +$487K | 0.03% | 280 |
|