HB 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
$5.31M Buy
18,424
+402
+2% +$116K 0.04% 218
2025
Q1
$4.17M Buy
18,022
+16,291
+941% +$3.77M 0.03% 251
2024
Q4
$364K Sell
1,731
-411
-19% -$86.4K ﹤0.01% 736
2024
Q3
$450K Buy
2,142
+287
+15% +$60.2K ﹤0.01% 613
2024
Q2
$339K Sell
1,855
-69
-4% -$12.6K ﹤0.01% 661
2024
Q1
$446K Sell
1,924
-84
-4% -$19.5K 0.01% 538
2023
Q4
$387K Sell
2,008
-362
-15% -$69.7K 0.01% 523
2023
Q3
$482K Buy
2,370
+1,240
+110% +$252K 0.01% 438
2023
Q2
$223K Sell
1,130
-21
-2% -$4.15K ﹤0.01% 640
2023
Q1
$212K Buy
+1,151
New +$212K ﹤0.01% 658