HighMark 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 | $117K | Hold |
407
| – | – | 0.06% | 105 |
|
|
2025
Q1 | $94.3K | Hold |
407
| – | – | 0.06% | 92 |
|
|
2024
Q4 | $85.6K | Hold |
407
| – | – | 0.05% | 95 |
|
|
2024
Q3 | $85.4K | Sell |
407
-9
| -2% | -$1.89K | 0.05% | 115 |
|
|
2024
Q2 | $76.1K | Hold |
416
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $96.4K | Hold |
416
| – | – | 0.06% | 101 |
|
|
2023
Q4 | $80.1K | Sell |
416
-20
| -5% | -$3.85K | 0.06% | 107 |
|
|
2023
Q3 | $88.7K | Hold |
436
| – | – | 0.07% | 86 |
|
|
2023
Q2 | $86.2K | Sell |
436
-421
| -49% | -$83.2K | 0.06% | 93 |
|
|
2023
Q1 | $158K | Buy |
857
+834
| +3,626% | +$153K | 0.12% | 70 |
|
|
2022
Q4 | $3.71K | Hold |
23
| – | – | ﹤0.01% | 379 |
|
|
2022
Q3 | $4K | Buy |
23
+17
| +283% | +$2.96K | ﹤0.01% | 378 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 497 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 497 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 458 |
|
|
2021
Q3 | $2K | Sell |
6
-4
| -40% | -$1.33K | ﹤0.01% | 468 |
|
|
2021
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 437 |
|
|
2021
Q1 | $3K | Sell |
10
-5
| -33% | -$1.5K | ﹤0.01% | 405 |
|
|
2020
Q4 | $4K | Sell |
15
-3
| -17% | -$800 | ﹤0.01% | 368 |
|
|
2020
Q3 | $5K | Hold |
18
| – | – | ﹤0.01% | 330 |
|
|
2020
Q2 | $4K | Sell |
18
-5
| -22% | -$1.11K | ﹤0.01% | 345 |
|
|
2020
Q1 | $3K | Sell |
23
-10
| -30% | -$1.3K | ﹤0.01% | 286 |
|
|
2019
Q4 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 309 |
|