BFS
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Bard Financial Services’s Veeva Systems VEEV Stock Holding History

Bard Financial Services’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$551K Sell
1,850
-75
-4% -$21.1K 0.06% 142
2025
Q2 		$554K Hold
1,925
– – 0.07% 139
2025
Q1 		$446K Sell
1,925
-375
-16% -$85.7K 0.05% 154
2024
Q4 		$484K Buy
2,300
+150
+7% +$33K 0.06% 146
2024
Q3 		$451K Sell
2,150
-375
-15% -$74.1K 0.05% 155
2024
Q2 		$462K Buy
2,525
+25
+1% +$4.96K 0.05% 156
2024
Q1 		$579K Hold
2,500
– – 0.06% 147
2023
Q4 		$481K Hold
2,500
– – 0.05% 156
2023
Q3 		$509K Hold
2,500
– – 0.06% 144
2023
Q2 		$494K Buy
2,500
+75
+3% +$13.7K 0.04% 216
2023
Q1 		$446K Hold
2,425
– – 0.04% 219
2022
Q4 		$391K Hold
2,425
– – 0.03% 222
2022
Q3 		$400K Buy
2,425
+125
+5% +$25K 0.04% 212
2022
Q2 		$455K Buy
2,300
+100
+5% +$18.4K 0.04% 200
2022
Q1 		$467K Hold
2,200
– – 0.04% 198
2021
Q4 		$562K Hold
2,200
– – 0.05% 181
2021
Q3 		$634K Sell
2,200
-125
-5% -$39.7K 0.06% 168
2021
Q2 		$723K Hold
2,325
– – 0.06% 167
2021
Q1 		$607K Buy
2,325
+100
+4% +$27.9K 0.06% 165
2020
Q4 		$606K Buy
+2,225
New +$623K 0.06% 166

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State Street
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Geode Capital Management
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LP
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