Brown, Lisle/Cummings’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 | $5.25M | Hold |
18,238
| – | – | 1.4% | 15 |
|
|
2025
Q1 | $4.22M | Sell |
18,238
-225
| -1% | -$52.1K | 1.22% | 17 |
|
|
2024
Q4 | $3.88M | Sell |
18,463
-60
| -0.3% | -$12.6K | 1.16% | 20 |
|
|
2024
Q3 | $3.89M | Sell |
18,523
-1,225
| -6% | -$257K | 1.18% | 22 |
|
|
2024
Q2 | $3.61M | Sell |
19,748
-90
| -0.5% | -$16.5K | 1.18% | 20 |
|
|
2024
Q1 | $4.6M | Hold |
19,838
| – | – | 1.56% | 13 |
|
|
2023
Q4 | $3.82M | Buy |
19,838
+10
| +0.1% | +$1.93K | 1.42% | 15 |
|
|
2023
Q3 | $4.03M | Buy |
19,828
+10
| +0.1% | +$2.04K | 1.83% | 9 |
|
|
2023
Q2 | $3.92M | Buy |
19,818
+130
| +0.7% | +$25.7K | 1.75% | 10 |
|
|
2023
Q1 | $3.62M | Hold |
19,688
| – | – | 1.84% | 10 |
|
|
2022
Q4 | $3.18M | Buy |
19,688
+315
| +2% | +$50.8K | 1.71% | 11 |
|
|
2022
Q3 | $3.19M | Sell |
19,373
-100
| -0.5% | -$16.5K | 1.87% | 11 |
|
|
2022
Q2 | $3.86M | Sell |
19,473
-290
| -1% | -$57.4K | 2.13% | 9 |
|
|
2022
Q1 | $4.2M | Buy |
19,763
+855
| +5% | +$182K | 2.02% | 10 |
|
|
2021
Q4 | $4.83M | Buy |
+18,908
| New | +$4.83M | 2.41% | 9 |
|