B. Riley Wealth Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-938
| Closed | -$279K | – | 1160 |
|
|
2025
Q3 | $279K | Buy |
+938
| New | +$264K | 0.01% | 749 |
|
|
2025
Q2 | – | Sell |
-1,233
| Closed | -$286K | – | 1369 |
|
|
2025
Q1 | $286K | Sell |
1,233
-957
| -44% | -$219K | 0.01% | 991 |
|
|
2024
Q4 | $460K | Sell |
2,190
-424
| -16% | -$93.2K | 0.02% | 725 |
|
|
2024
Q3 | $543K | Sell |
2,614
-226
| -8% | -$44.7K | 0.02% | 715 |
|
|
2024
Q2 | $520K | Sell |
2,840
-2,047
| -42% | -$406K | 0.01% | 799 |
|
|
2024
Q1 | $994K | Buy |
4,887
+2,645
| +118% | +$571K | 0.03% | 524 |
|
|
2023
Q4 | $432K | Sell |
2,242
-2,645
| -54% | -$498K | 0.01% | 892 |
|
|
2023
Q3 | $994K | Buy |
4,887
+526
| +12% | +$106K | 0.03% | 524 |
|
|
2023
Q2 | $862K | Buy |
4,361
+555
| +15% | +$101K | 0.02% | 617 |
|
|
2023
Q1 | $700K | Sell |
3,806
-155
| -4% | -$26.4K | 0.02% | 680 |
|
|
2022
Q4 | $639K | Sell |
3,961
-151
| -4% | -$25.8K | 0.02% | 696 |
|
|
2022
Q3 | $678K | Buy |
4,112
+1,532
| +59% | +$306K | 0.02% | 645 |
|
|
2022
Q2 | $511K | Buy |
2,580
+459
| +22% | +$84.5K | 0.02% | 651 |
|
|
2022
Q1 | $451K | Sell |
2,121
-2,403
| -53% | -$521K | 0.01% | 803 |
|
|
2021
Q4 | $1.16M | Buy |
4,524
+154
| +4% | +$44.8K | 0.03% | 484 |
|
|
2021
Q3 | $1.26M | Buy |
4,370
+650
| +17% | +$206K | 0.04% | 451 |
|
|
2021
Q2 | $1.16M | Sell |
3,720
-998
| -21% | -$278K | 0.04% | 475 |
|
|
2021
Q1 | $1.23M | Sell |
4,718
-11,225
| -70% | -$3.13M | 0.04% | 428 |
|
|
2020
Q4 | $4.34M | Buy |
15,943
+9,339
| +141% | +$2.62M | 0.23% | 100 |
|
|
2020
Q3 | $1.76M | Buy |
6,604
+2,986
| +83% | +$787K | 0.09% | 220 |
|
|
2020
Q2 | $849K | Sell |
3,618
-2,589
| -42% | -$513K | 0.06% | 312 |
|
|
2020
Q1 | $971K | Sell |
6,207
-1,014
| -14% | -$149K | 0.08% | 245 |
|
|
2019
Q4 | $1.02M | Sell |
7,221
-206
| -3% | -$30.3K | 0.09% | 243 |
|
|
2019
Q3 | $1.14M | Buy |
7,427
+3,013
| +68% | +$483K | 0.11% | 203 |
|
|
2019
Q2 | $716K | Buy |
4,414
+1,301
| +42% | +$190K | 0.08% | 264 |
|
|
2019
Q1 | $396K | Sell |
3,113
-738
| -19% | -$83.2K | 0.05% | 398 |
|
|
2018
Q4 | $345K | Buy |
3,851
+370
| +11% | +$33.8K | 0.05% | 398 |
|
|
2018
Q3 | $379K | Sell |
3,481
-199
| -5% | -$18K | 0.05% | 422 |
|
|
2018
Q2 | $284K | Buy |
3,680
+500
| +16% | +$38K | 0.04% | 492 |
|
|
2018
Q1 | $233K | Buy |
+3,180
| New | +$206K | 0.03% | 535 |
|
Other funds holding VEEV
LP
B. Riley Wealth Advisors's VEEV Position: Q4 2025 in Review
B. Riley Wealth Advisors sold out of Veeva Systems (VEEV) in Q4 2025, closing a stake of 938 shares — an estimated $279K sold.
B. Riley Wealth Advisors first reported a position in VEEV in Q1 2018 and held it in 30 quarters. The position peaked at $4.34M in Q4 2020. 1,105 funds tracked by Wall St. Rank hold VEEV as of Q4 2025.
- B. Riley Wealth Advisors reported no remaining Veeva Systems position as of Q4 2025 after selling out during the quarter.
- B. Riley Wealth Advisors sold 938 Veeva Systems shares in Q4 2025, an estimated $279K.
- B. Riley Wealth Advisors first reported a position in Veeva Systems in Q1 2018 and held it in 30 quarters.
- B. Riley Wealth Advisors's Veeva Systems position peaked at $4.34M in Q4 2020.
- 1,105 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2025.
Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.