HBK Sorce Advisory’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
$471K Sell
1,636
-12
-0.7% -$3.46K 0.01% 350
2025
Q1
$382K Sell
1,648
-153
-8% -$35.4K 0.01% 390
2024
Q4
$379K Sell
1,801
-52
-3% -$10.9K 0.01% 394
2024
Q3
$389K Sell
1,853
-257
-12% -$53.9K 0.01% 400
2024
Q2
$386K Buy
2,110
+2
+0.1% +$366 0.01% 382
2024
Q1
$488K Sell
2,108
-36
-2% -$8.34K 0.02% 343
2023
Q4
$413K Sell
2,144
-480
-18% -$92.4K 0.02% 354
2023
Q3
$534K Sell
2,624
-111
-4% -$22.6K 0.02% 296
2023
Q2
$541K Buy
2,735
+62
+2% +$12.3K 0.02% 308
2023
Q1
$491K Sell
2,673
-443
-14% -$81.4K 0.02% 323
2022
Q4
$503K Buy
3,116
+427
+16% +$68.9K 0.01% 407
2022
Q3
$443K Buy
2,689
+145
+6% +$23.9K 0.03% 289
2022
Q2
$504K Buy
2,544
+900
+55% +$178K 0.04% 238
2022
Q1
$349K Sell
1,644
-94
-5% -$20K 0.02% 372
2021
Q4
$444K Sell
1,738
-734
-30% -$188K 0.02% 354
2021
Q3
$712K Sell
2,472
-27
-1% -$7.78K 0.04% 253
2021
Q2
$777K Buy
2,499
+536
+27% +$167K 0.04% 244
2021
Q1
$513K Buy
1,963
+1,122
+133% +$293K 0.03% 297
2020
Q4
$229K Buy
+841
New +$229K 0.01% 447