EP Wealth Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $536K | Sell |
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|
2024
Q3 | $789K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $217K | Sell |
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|
2023
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $2.14M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $206K | Sell |
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|
2021
Q2 | $276K | Buy |
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