Baker Tilly Wealth Management’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
$435K Sell
1,510
-46
-3% -$13.2K 0.16% 136
2025
Q1
$360K Buy
1,556
+46
+3% +$10.7K 0.14% 157
2024
Q4
$317K Buy
1,510
+278
+23% +$58.5K 0.12% 182
2024
Q3
$259K Buy
+1,232
New +$259K 0.11% 201