Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Sell |
2,554
-2,164
| -46% | -$623K | 0.02% | 606 |
|
|
2025
Q1 | $1.09M | Buy |
4,718
+2,678
| +131% | +$620K | 0.02% | 638 |
|
|
2024
Q4 | $429K | Sell |
2,040
-85
| -4% | -$17.9K | 0.02% | 627 |
|
|
2024
Q3 | $446K | Sell |
2,125
-1,292
| -38% | -$271K | 0.02% | 585 |
|
|
2024
Q2 | $625K | Buy |
3,417
+179
| +6% | +$32.8K | 0.03% | 449 |
|
|
2024
Q1 | $750K | Buy |
3,238
+207
| +7% | +$48K | 0.03% | 403 |
|
|
2023
Q4 | $584K | Sell |
3,031
-12
| -0.4% | -$2.31K | 0.03% | 441 |
|
|
2023
Q3 | $619K | Sell |
3,043
-9,060
| -75% | -$1.84M | 0.03% | 422 |
|
|
2023
Q2 | $331K | Buy |
12,103
+10,613
| +712% | +$290K | 0.02% | 562 |
|
|
2023
Q1 | $274K | Buy |
+1,490
| New | +$274K | 0.02% | 574 |
|
|
2021
Q4 | – | Sell |
-158
| Closed | -$45K | – | 2884 |
|
|
2021
Q3 | $45K | Hold |
158
| – | – | ﹤0.01% | 1544 |
|
|
2021
Q2 | $49K | Sell |
158
-188
| -54% | -$58.3K | ﹤0.01% | 1493 |
|
|
2021
Q1 | $97K | Sell |
346
-30
| -8% | -$8.41K | ﹤0.01% | 1324 |
|
|
2020
Q4 | $50K | Buy |
+376
| New | +$50K | ﹤0.01% | 1465 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$35K | – | 2693 |
|
|
2020
Q2 | $35K | Buy |
150
+36
| +32% | +$8.4K | ﹤0.01% | 1379 |
|
|
2020
Q1 | $16K | Sell |
114
-30
| -21% | -$4.21K | ﹤0.01% | 1614 |
|
|
2019
Q4 | $20K | Hold |
144
| – | – | ﹤0.01% | 1697 |
|
|
2019
Q3 | $21K | Hold |
144
| – | – | ﹤0.01% | 1589 |
|
|
2019
Q2 | $23K | Hold |
144
| – | – | ﹤0.01% | 1573 |
|
|
2019
Q1 | $18K | Buy |
144
+3
| +2% | +$375 | ﹤0.01% | 1629 |
|
|
2018
Q4 | $12K | Buy |
+141
| New | +$12K | ﹤0.01% | 1736 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$6K | – | 2004 |
|
|
2016
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 1487 |
|
|
2016
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 1567 |
|