Clearstead Advisors’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 | $1.03M | Buy |
3,587
+751
| +26% | +$216K | 0.01% | 432 |
|
|
2025
Q1 | $657K | Sell |
2,836
-1,039
| -27% | -$241K | 0.01% | 508 |
|
|
2024
Q4 | $815K | Sell |
3,875
-14
| -0.4% | -$2.94K | 0.01% | 455 |
|
|
2024
Q3 | $816K | Buy |
3,889
+25
| +0.6% | +$5.25K | 0.01% | 456 |
|
|
2024
Q2 | $707K | Buy |
3,864
+3,691
| +2,134% | +$675K | 0.01% | 469 |
|
|
2024
Q1 | $35.3K | Hold |
173
| – | – | ﹤0.01% | 843 |
|
|
2023
Q4 | $33.3K | Sell |
173
-286
| -62% | -$55.1K | ﹤0.01% | 842 |
|
|
2023
Q3 | $93.4K | Buy |
459
+232
| +102% | +$47.2K | ﹤0.01% | 745 |
|
|
2023
Q2 | $44.9K | Sell |
227
-133
| -37% | -$26.3K | ﹤0.01% | 749 |
|
|
2023
Q1 | $66.2K | Sell |
360
-125
| -26% | -$23K | ﹤0.01% | 601 |
|
|
2022
Q4 | $78.3K | Buy |
485
+200
| +70% | +$32.3K | 0.01% | 548 |
|
|
2022
Q3 | $47K | Sell |
285
-17
| -6% | -$2.8K | ﹤0.01% | 618 |
|
|
2022
Q2 | $60K | Sell |
302
-110
| -27% | -$21.9K | ﹤0.01% | 583 |
|
|
2022
Q1 | $88K | Buy |
412
+328
| +390% | +$70.1K | 0.01% | 571 |
|
|
2021
Q4 | $21K | Sell |
84
-270
| -76% | -$67.5K | ﹤0.01% | 820 |
|
|
2021
Q3 | $102K | Buy |
354
+270
| +321% | +$77.8K | 0.01% | 478 |
|
|
2021
Q2 | $26K | Sell |
84
-23
| -21% | -$7.12K | ﹤0.01% | 666 |
|
|
2021
Q1 | $28K | Buy |
+107
| New | +$28K | ﹤0.01% | 621 |
|