Empirical Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,820
| Closed | -$422K | – | 582 |
|
|
2024
Q1 | $422K | Buy |
1,820
+249
| +16% | +$57.7K | 0.01% | 369 |
|
|
2023
Q4 | $302K | Sell |
1,571
-4
| -0.3% | -$770 | 0.01% | 396 |
|
|
2023
Q3 | $320K | Buy |
1,575
+145
| +10% | +$29.5K | 0.01% | 358 |
|
|
2023
Q2 | $283K | Buy |
1,430
+3
| +0.2% | +$593 | 0.01% | 377 |
|
|
2023
Q1 | $262K | Hold |
1,427
| – | – | 0.01% | 414 |
|
|
2022
Q4 | $230K | Sell |
1,427
-305
| -18% | -$49.2K | 0.01% | 413 |
|
|
2022
Q3 | $286K | Buy |
1,732
+70
| +4% | +$11.6K | 0.02% | 384 |
|
|
2022
Q2 | $329K | Hold |
1,662
| – | – | 0.02% | 369 |
|
|
2022
Q1 | $353K | Sell |
1,662
-20
| -1% | -$4.25K | 0.02% | 378 |
|
|
2021
Q4 | $430K | Hold |
1,682
| – | – | 0.02% | 367 |
|
|
2021
Q3 | $485K | Sell |
1,682
-38
| -2% | -$11K | 0.03% | 305 |
|
|
2021
Q2 | $535K | Buy |
1,720
+545
| +46% | +$170K | 0.03% | 289 |
|
|
2021
Q1 | $307K | Buy |
1,175
+13
| +1% | +$3.4K | 0.02% | 320 |
|
|
2020
Q4 | $316K | Hold |
1,162
| – | – | 0.02% | 298 |
|
|
2020
Q3 | $327K | Sell |
1,162
-200
| -15% | -$56.3K | 0.03% | 272 |
|
|
2020
Q2 | $319K | Hold |
1,362
| – | – | 0.03% | 265 |
|
|
2020
Q1 | $213K | Buy |
+1,362
| New | +$213K | 0.02% | 289 |
|
|
2019
Q4 | – | Sell |
-1,652
| Closed | -$252K | – | 337 |
|
|
2019
Q3 | $252K | Buy |
+1,652
| New | +$252K | 0.03% | 248 |
|
|
2018
Q4 | – | Sell |
-2,148
| Closed | -$234K | – | 230 |
|
|
2018
Q3 | $234K | Buy |
+2,148
| New | +$234K | 0.04% | 187 |
|