B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $460K | Sell |
2,190
-424
| -16% | -$89.1K | 0.02% | 725 |
|
|
2024
Q3 | $543K | Sell |
2,614
-226
| -8% | -$47K | 0.02% | 715 |
|
|
2024
Q2 | $520K | Sell |
2,840
-2,047
| -42% | -$375K | 0.01% | 799 |
|
|
2024
Q1 | $994K | Buy |
4,887
+2,645
| +118% | +$538K | 0.03% | 524 |
|
|
2023
Q4 | $432K | Sell |
2,242
-2,645
| -54% | -$509K | 0.01% | 892 |
|
|
2023
Q3 | $994K | Buy |
4,887
+526
| +12% | +$107K | 0.03% | 524 |
|
|
2023
Q2 | $862K | Buy |
4,361
+555
| +15% | +$110K | 0.02% | 617 |
|
|
2023
Q1 | $700K | Sell |
3,806
-155
| -4% | -$28.5K | 0.02% | 680 |
|
|
2022
Q4 | $639K | Sell |
3,961
-151
| -4% | -$24.4K | 0.02% | 696 |
|
|
2022
Q3 | $678K | Buy |
4,112
+1,532
| +59% | +$253K | 0.02% | 645 |
|
|
2022
Q2 | $511K | Buy |
2,580
+459
| +22% | +$90.9K | 0.02% | 651 |
|
|
2022
Q1 | $451K | Sell |
2,121
-2,403
| -53% | -$511K | 0.01% | 803 |
|
|
2021
Q4 | $1.16M | Buy |
4,524
+154
| +4% | +$39.4K | 0.03% | 484 |
|
|
2021
Q3 | $1.26M | Buy |
4,370
+650
| +17% | +$187K | 0.04% | 451 |
|
|
2021
Q2 | $1.16M | Sell |
3,720
-998
| -21% | -$310K | 0.04% | 475 |
|
|
2021
Q1 | $1.23M | Sell |
4,718
-11,225
| -70% | -$2.93M | 0.04% | 428 |
|
|
2020
Q4 | $4.34M | Buy |
15,943
+9,339
| +141% | +$2.54M | 0.23% | 100 |
|
|
2020
Q3 | $1.76M | Buy |
6,604
+2,986
| +83% | +$797K | 0.09% | 220 |
|
|
2020
Q2 | $849K | Sell |
3,618
-2,589
| -42% | -$608K | 0.06% | 312 |
|
|
2020
Q1 | $971K | Sell |
6,207
-1,014
| -14% | -$159K | 0.08% | 245 |
|
|
2019
Q4 | $1.02M | Sell |
7,221
-206
| -3% | -$29K | 0.09% | 243 |
|
|
2019
Q3 | $1.14M | Buy |
7,427
+3,013
| +68% | +$460K | 0.11% | 203 |
|
|
2019
Q2 | $716K | Buy |
4,414
+1,301
| +42% | +$211K | 0.08% | 264 |
|
|
2019
Q1 | $396K | Sell |
3,113
-738
| -19% | -$93.9K | 0.05% | 398 |
|
|
2018
Q4 | $345K | Buy |
3,851
+370
| +11% | +$33.1K | 0.05% | 398 |
|
|
2018
Q3 | $379K | Sell |
3,481
-199
| -5% | -$21.7K | 0.05% | 422 |
|
|
2018
Q2 | $284K | Buy |
3,680
+500
| +16% | +$38.6K | 0.04% | 492 |
|
|
2018
Q1 | $233K | Buy |
+3,180
| New | +$233K | 0.03% | 535 |
|