IFP Advisors’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 | $207K | Buy |
718
+162
| +29% | +$46.7K | 0.01% | 1258 |
|
|
2025
Q1 | $129K | Sell |
556
-1,241
| -69% | -$288K | ﹤0.01% | 1394 |
|
|
2024
Q4 | $378K | Buy |
1,797
+2
| +0.1% | +$421 | 0.01% | 848 |
|
|
2024
Q3 | $377K | Sell |
1,795
-175
| -9% | -$36.7K | 0.01% | 803 |
|
|
2024
Q2 | $361K | Buy |
1,970
+146
| +8% | +$26.7K | 0.01% | 767 |
|
|
2024
Q1 | $423K | Sell |
1,824
-261
| -13% | -$60.5K | 0.02% | 666 |
|
|
2023
Q4 | $401K | Sell |
2,085
-49
| -2% | -$9.43K | 0.02% | 655 |
|
|
2023
Q3 | $434K | Sell |
2,134
-88
| -4% | -$17.9K | 0.02% | 647 |
|
|
2023
Q2 | $439K | Buy |
2,222
+211
| +10% | +$41.7K | 0.02% | 699 |
|
|
2023
Q1 | $160K | Sell |
2,011
-462
| -19% | -$36.9K | 0.01% | 1039 |
|
|
2022
Q4 | $203K | Sell |
2,473
-493
| -17% | -$40.5K | 0.01% | 1344 |
|
|
2022
Q3 | $245K | Buy |
2,966
+239
| +9% | +$19.7K | 0.01% | 1289 |
|
|
2022
Q2 | $225K | Hold |
2,727
| – | – | 0.01% | 1218 |
|
|
2022
Q1 | $225K | Buy |
2,727
+582
| +27% | +$48K | 0.01% | 1218 |
|
|
2021
Q4 | $549K | Sell |
2,145
-60
| -3% | -$15.4K | 0.01% | 553 |
|
|
2021
Q3 | $635K | Sell |
2,205
-1
| -0% | -$288 | 0.01% | 497 |
|
|
2021
Q2 | $686K | Buy |
2,206
+222
| +11% | +$69K | 0.01% | 462 |
|
|
2021
Q1 | $521K | Buy |
1,984
+808
| +69% | +$212K | 0.01% | 503 |
|
|
2020
Q4 | $320K | Buy |
1,176
+200
| +20% | +$54.4K | 0.01% | 641 |
|
|
2020
Q3 | $273K | Sell |
976
-852
| -47% | -$238K | 0.02% | 597 |
|
|
2020
Q2 | $419K | Buy |
1,828
+292
| +19% | +$66.9K | 0.03% | 454 |
|
|
2020
Q1 | $227K | Buy |
1,536
+679
| +79% | +$100K | 0.02% | 535 |
|
|
2019
Q4 | $121K | Sell |
857
-343
| -29% | -$48.4K | 0.01% | 857 |
|
|
2019
Q3 | $177K | Buy |
+1,200
| New | +$177K | 0.01% | 810 |
|
|
2019
Q1 | $50K | Sell |
400
-881
| -69% | -$110K | 0.01% | 977 |
|
|
2018
Q4 | $112K | Sell |
1,281
-400
| -24% | -$35K | 0.01% | 1133 |
|
|
2018
Q3 | $183K | Sell |
1,681
-1
| -0.1% | -$109 | 0.01% | 1125 |
|
|
2018
Q2 | $129K | Buy |
1,682
+590
| +54% | +$45.3K | 0.01% | 1327 |
|
|
2018
Q1 | $60K | Hold |
1,092
| – | – | ﹤0.01% | 1713 |
|
|
2017
Q4 | $60K | Sell |
1,092
-12,255
| -92% | -$673K | ﹤0.01% | 1710 |
|
|
2017
Q3 | $753K | Buy |
13,347
+11,455
| +605% | +$646K | 0.03% | 532 |
|
|
2017
Q2 | $116K | Sell |
1,892
-2,437
| -56% | -$149K | ﹤0.01% | 1446 |
|
|
2017
Q1 | $222K | Buy |
4,329
+909
| +27% | +$46.6K | 0.01% | 1060 |
|
|
2016
Q4 | $139K | Sell |
3,420
-4,137
| -55% | -$168K | 0.01% | 1246 |
|
|
2016
Q3 | $312K | Buy |
7,557
+3,481
| +85% | +$144K | 0.02% | 793 |
|
|
2016
Q2 | $139K | Buy |
4,076
+3,676
| +919% | +$125K | 0.01% | 1158 |
|
|
2016
Q1 | $50K | Sell |
400
-1,438
| -78% | -$180K | 0.01% | 977 |
|
|
2015
Q4 | $53K | Buy |
+1,838
| New | +$53K | ﹤0.01% | 1580 |
|