Creative Planning’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 | $11.9M | Buy |
41,284
+5,415
| +15% | +$1.56M | 0.01% | 466 |
|
|
2025
Q1 | $8.31M | Buy |
35,869
+5,202
| +17% | +$1.2M | 0.01% | 549 |
|
|
2024
Q4 | $6.45M | Sell |
30,667
-802
| -3% | -$169K | 0.01% | 580 |
|
|
2024
Q3 | $6.6M | Sell |
31,469
-6,110
| -16% | -$1.28M | 0.01% | 556 |
|
|
2024
Q2 | $6.88M | Buy |
37,579
+6,625
| +21% | +$1.21M | 0.01% | 522 |
|
|
2024
Q1 | $7.17M | Sell |
30,954
-4,991
| -14% | -$1.16M | 0.01% | 500 |
|
|
2023
Q4 | $6.92M | Sell |
35,945
-2,298
| -6% | -$442K | 0.01% | 479 |
|
|
2023
Q3 | $7.78M | Buy |
38,243
+2,970
| +8% | +$604K | 0.01% | 416 |
|
|
2023
Q2 | $6.97M | Buy |
35,273
+15,508
| +78% | +$3.07M | 0.01% | 429 |
|
|
2023
Q1 | $3.63M | Buy |
19,765
+501
| +3% | +$92.1K | 0.01% | 584 |
|
|
2022
Q4 | $3.11M | Buy |
19,264
+4,016
| +26% | +$648K | ﹤0.01% | 603 |
|
|
2022
Q3 | $2.51M | Sell |
15,248
-13,398
| -47% | -$2.21M | ﹤0.01% | 615 |
|
|
2022
Q2 | $5.67M | Buy |
28,646
+3,731
| +15% | +$739K | 0.01% | 425 |
|
|
2022
Q1 | $5.29M | Sell |
24,915
-5,254
| -17% | -$1.12M | 0.01% | 439 |
|
|
2021
Q4 | $7.71M | Sell |
30,169
-7,732
| -20% | -$1.98M | 0.01% | 331 |
|
|
2021
Q3 | $10.9M | Buy |
37,901
+227
| +0.6% | +$65.4K | 0.02% | 250 |
|
|
2021
Q2 | $11.7M | Sell |
37,674
-2,598
| -6% | -$808K | 0.02% | 240 |
|
|
2021
Q1 | $10.5M | Buy |
40,272
+5,672
| +16% | +$1.48M | 0.02% | 263 |
|
|
2020
Q4 | $9.42M | Sell |
34,600
-4,569
| -12% | -$1.24M | 0.02% | 265 |
|
|
2020
Q3 | $11M | Buy |
39,169
+11,900
| +44% | +$3.35M | 0.03% | 191 |
|
|
2020
Q2 | $6.39M | Buy |
27,269
+1,075
| +4% | +$252K | 0.02% | 250 |
|
|
2020
Q1 | $4.1M | Sell |
26,194
-3,980
| -13% | -$622K | 0.01% | 285 |
|
|
2019
Q4 | $4.24M | Sell |
30,174
-3,384
| -10% | -$476K | 0.01% | 326 |
|
|
2019
Q3 | $5.12M | Buy |
33,558
+5,140
| +18% | +$785K | 0.02% | 279 |
|
|
2019
Q2 | $4.61M | Sell |
28,418
-236
| -0.8% | -$38.3K | 0.02% | 307 |
|
|
2019
Q1 | $3.64M | Buy |
28,654
+10,419
| +57% | +$1.32M | 0.01% | 328 |
|
|
2018
Q4 | $1.63M | Buy |
18,235
+2,473
| +16% | +$221K | 0.01% | 470 |
|
|
2018
Q3 | $1.72M | Sell |
15,762
-1,028
| -6% | -$112K | 0.01% | 527 |
|
|
2018
Q2 | $1.29M | Buy |
16,790
+529
| +3% | +$40.6K | 0.01% | 608 |
|
|
2018
Q1 | $1.19M | Sell |
16,261
-8,543
| -34% | -$624K | ﹤0.01% | 644 |
|
|
2017
Q4 | $1.37M | Sell |
24,804
-4,617
| -16% | -$255K | 0.01% | 572 |
|
|
2017
Q3 | $1.66M | Buy |
29,421
+13,999
| +91% | +$790K | 0.01% | 525 |
|
|
2017
Q2 | $946K | Buy |
15,422
+232
| +2% | +$14.2K | ﹤0.01% | 714 |
|
|
2017
Q1 | $779K | Buy |
15,190
+858
| +6% | +$44K | ﹤0.01% | 765 |
|
|
2016
Q4 | $583K | Sell |
14,332
-7,950
| -36% | -$323K | ﹤0.01% | 855 |
|
|
2016
Q3 | $920K | Buy |
22,282
+16,182
| +265% | +$668K | 0.01% | 627 |
|
|
2016
Q2 | $208K | Hold |
6,100
| – | – | ﹤0.01% | 1231 |
|
|
2016
Q1 | $153K | Hold |
6,100
| – | – | ﹤0.01% | 1360 |
|
|
2015
Q4 | $176K | Sell |
6,100
-250
| -4% | -$7.21K | ﹤0.01% | 1269 |
|
|
2015
Q3 | $149K | Buy |
+6,350
| New | +$149K | ﹤0.01% | 1345 |
|
|
2015
Q2 | – | Sell |
-2,500
| Closed | -$64K | – | 2824 |
|
|
2015
Q1 | $64K | Buy |
2,500
+2,100
| +525% | +$53.8K | ﹤0.01% | 1837 |
|
|
2014
Q4 | $11K | Buy |
400
+300
| +300% | +$8.25K | ﹤0.01% | 3032 |
|
|
2014
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3465 |
|
|
2014
Q2 | – | Sell |
-9
| Closed | – | – | 3828 |
|
|
2014
Q1 | $0 | Sell |
9
-91
| -91% | – | ﹤0.01% | 3653 |
|
|
2013
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3027 |
|