EP Wealth Advisors’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,707
+1,442
| +64% | +$415K | 0.01% | 547 |
|
|
2025
Q1 | $525K | Sell |
2,265
-285
| -11% | -$66K | ﹤0.01% | 689 |
|
|
2024
Q4 | $536K | Sell |
2,550
-1,208
| -32% | -$254K | ﹤0.01% | 673 |
|
|
2024
Q3 | $789K | Buy |
+3,758
| New | +$789K | 0.01% | 558 |
|
|
2024
Q2 | – | Sell |
-937
| Closed | -$217K | – | 890 |
|
|
2024
Q1 | $217K | Sell |
937
-114
| -11% | -$26.4K | ﹤0.01% | 714 |
|
|
2023
Q4 | $202K | Buy |
+1,051
| New | +$202K | ﹤0.01% | 713 |
|
|
2022
Q3 | – | Sell |
-9,899
| Closed | -$1.96M | – | 634 |
|
|
2022
Q2 | $1.96M | Sell |
9,899
-184
| -2% | -$36.4K | 0.04% | 198 |
|
|
2022
Q1 | $2.14M | Buy |
+10,083
| New | +$2.14M | 0.05% | 196 |
|
|
2021
Q4 | – | Sell |
-716
| Closed | -$206K | – | 570 |
|
|
2021
Q3 | $206K | Sell |
716
-173
| -19% | -$49.8K | 0.01% | 506 |
|
|
2021
Q2 | $276K | Buy |
+889
| New | +$276K | 0.01% | 457 |
|