BFS
Bard Financial Services’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Hold |
1,925
| – | – | 0.07% | 139 |
|
|
2025
Q1 | $446K | Sell |
1,925
-375
| -16% | -$86.9K | 0.05% | 154 |
|
|
2024
Q4 | $484K | Buy |
2,300
+150
| +7% | +$31.5K | 0.06% | 146 |
|
|
2024
Q3 | $451K | Sell |
2,150
-375
| -15% | -$78.7K | 0.05% | 155 |
|
|
2024
Q2 | $462K | Buy |
2,525
+25
| +1% | +$4.58K | 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% | +$14.8K | 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% | +$20.6K | 0.04% | 212 |
|
|
2022
Q2 | $455K | Buy |
2,300
+100
| +5% | +$19.8K | 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% | -$36K | 0.06% | 168 |
|
|
2021
Q2 | $723K | Hold |
2,325
| – | – | 0.06% | 167 |
|
|
2021
Q1 | $607K | Buy |
2,325
+100
| +4% | +$26.1K | 0.06% | 165 |
|
|
2020
Q4 | $606K | Buy |
+2,225
| New | +$606K | 0.06% | 166 |
|