Creative Planning’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Buy |
64,797
+33,979
| +110% | +$6.68M | 0.01% | 638 |
|
|
2025
Q4 | $6.88M | Sell |
30,818
-35,266
| -53% | -$9.36M | ﹤0.01% | 796 |
|
|
2025
Q3 | $19.7M | Buy |
66,084
+24,800
| +60% | +$6.98M | 0.02% | 370 |
|
|
2025
Q2 | $11.9M | Buy |
41,284
+5,415
| +15% | +$1.34M | 0.01% | 466 |
|
|
2025
Q1 | $8.31M | Buy |
35,869
+5,202
| +17% | +$1.19M | 0.01% | 549 |
|
|
2024
Q4 | $6.45M | Sell |
30,667
-802
| -3% | -$176K | 0.01% | 581 |
|
|
2024
Q3 | $6.6M | Sell |
31,469
-6,110
| -16% | -$1.21M | 0.01% | 556 |
|
|
2024
Q2 | $6.88M | Buy |
37,579
+6,625
| +21% | +$1.31M | 0.01% | 522 |
|
|
2024
Q1 | $7.17M | Sell |
30,954
-4,991
| -14% | -$1.08M | 0.01% | 500 |
|
|
2023
Q4 | $6.92M | Sell |
35,945
-2,298
| -6% | -$433K | 0.01% | 479 |
|
|
2023
Q3 | $7.78M | Buy |
38,243
+2,970
| +8% | +$598K | 0.01% | 416 |
|
|
2023
Q2 | $6.97M | Buy |
35,273
+15,508
| +78% | +$2.83M | 0.01% | 429 |
|
|
2023
Q1 | $3.63M | Buy |
19,765
+501
| +3% | +$85.5K | 0.01% | 584 |
|
|
2022
Q4 | $3.11M | Buy |
19,264
+4,016
| +26% | +$686K | ﹤0.01% | 605 |
|
|
2022
Q3 | $2.51M | Sell |
15,248
-13,398
| -47% | -$2.68M | ﹤0.01% | 617 |
|
|
2022
Q2 | $5.67M | Buy |
28,646
+3,731
| +15% | +$687K | 0.01% | 426 |
|
|
2022
Q1 | $5.29M | Sell |
24,915
-5,254
| -17% | -$1.14M | 0.01% | 439 |
|
|
2021
Q4 | $7.71M | Sell |
30,169
-7,732
| -20% | -$2.25M | 0.01% | 331 |
|
|
2021
Q3 | $10.9M | Buy |
37,901
+227
| +0.6% | +$72K | 0.02% | 250 |
|
|
2021
Q2 | $11.7M | Sell |
37,674
-2,598
| -6% | -$724K | 0.02% | 240 |
|
|
2021
Q1 | $10.5M | Buy |
40,272
+5,672
| +16% | +$1.58M | 0.02% | 266 |
|
|
2020
Q4 | $9.42M | Sell |
34,600
-4,569
| -12% | -$1.28M | 0.02% | 270 |
|
|
2020
Q3 | $11M | Buy |
39,169
+11,900
| +44% | +$3.14M | 0.03% | 195 |
|
|
2020
Q2 | $6.39M | Buy |
27,269
+1,075
| +4% | +$213K | 0.02% | 254 |
|
|
2020
Q1 | $4.1M | Sell |
26,194
-3,980
| -13% | -$583K | 0.01% | 286 |
|
|
2019
Q4 | $4.24M | Sell |
30,174
-3,384
| -10% | -$497K | 0.01% | 328 |
|
|
2019
Q3 | $5.12M | Buy |
33,558
+5,140
| +18% | +$824K | 0.02% | 280 |
|
|
2019
Q2 | $4.61M | Sell |
28,418
-236
| -0.8% | -$34.4K | 0.02% | 307 |
|
|
2019
Q1 | $3.63M | Buy |
28,654
+10,419
| +57% | +$1.18M | 0.01% | 329 |
|
|
2018
Q4 | $1.63M | Buy |
18,235
+2,473
| +16% | +$226K | 0.01% | 472 |
|
|
2018
Q3 | $1.72M | Sell |
15,762
-1,028
| -6% | -$93.2K | 0.01% | 530 |
|
|
2018
Q2 | $1.29M | Buy |
16,790
+529
| +3% | +$40.2K | 0.01% | 613 |
|
|
2018
Q1 | $1.19M | Sell |
16,261
-8,543
| -34% | -$552K | ﹤0.01% | 649 |
|
|
2017
Q4 | $1.37M | Sell |
24,804
-4,617
| -16% | -$272K | 0.01% | 577 |
|
|
2017
Q3 | $1.66M | Buy |
29,421
+13,999
| +91% | +$849K | 0.01% | 527 |
|
|
2017
Q2 | $946K | Buy |
15,422
+232
| +2% | +$13.4K | ﹤0.01% | 720 |
|
|
2017
Q1 | $779K | Buy |
15,190
+858
| +6% | +$38.5K | ﹤0.01% | 769 |
|
|
2016
Q4 | $583K | Sell |
14,332
-7,950
| -36% | -$325K | ﹤0.01% | 858 |
|
|
2016
Q3 | $920K | Buy |
22,282
+16,182
| +265% | +$628K | 0.01% | 630 |
|
|
2016
Q2 | $208K | Hold |
6,100
| – | – | ﹤0.01% | 1237 |
|
|
2016
Q1 | $153K | Hold |
6,100
| – | – | ﹤0.01% | 1364 |
|
|
2015
Q4 | $176K | Sell |
6,100
-250
| -4% | -$6.67K | ﹤0.01% | 1279 |
|
|
2015
Q3 | $149K | Buy |
+6,350
| New | +$165K | ﹤0.01% | 1353 |
|
|
2015
Q2 | – | Sell |
-2,500
| Closed | -$64K | – | 2963 |
|
|
2015
Q1 | $64K | Buy |
2,500
+2,100
| +525% | +$59.2K | ﹤0.01% | 1849 |
|
|
2014
Q4 | $11K | Buy |
400
+300
| +300% | +$8.44K | ﹤0.01% | 3074 |
|
|
2014
Q3 | $3K | Buy |
+100
| New | +$2.58K | ﹤0.01% | 3543 |
|
|
2014
Q2 | – | Sell |
-9
| Closed | – | – | 3974 |
|
|
2014
Q1 | $0 | Sell |
9
-91
| -91% | -$2.94K | ﹤0.01% | 3768 |
|
|
2013
Q4 | $3K | Buy |
+100
| New | +$3.82K | ﹤0.01% | 3027 |
|
Other funds holding VEEV
VPM
VCM
LP
