IFP Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $223K | Buy |
1,270
+214
| +20% | +$42K | ﹤0.01% | 1333 |
|
|
2025
Q4 | $236K | Buy |
1,056
+212
| +25% | +$56.3K | 0.01% | 1281 |
|
|
2025
Q3 | $251K | Buy |
844
+126
| +18% | +$35.5K | 0.01% | 1185 |
|
|
2025
Q2 | $207K | Buy |
718
+162
| +29% | +$40.2K | 0.01% | 1258 |
|
|
2025
Q1 | $129K | Sell |
556
-1,241
| -69% | -$284K | ﹤0.01% | 1394 |
|
|
2024
Q4 | $378K | Buy |
1,797
+2
| +0.1% | +$440 | 0.01% | 848 |
|
|
2024
Q3 | $377K | Sell |
1,795
-175
| -9% | -$34.6K | 0.01% | 803 |
|
|
2024
Q2 | $361K | Buy |
1,970
+146
| +8% | +$29K | 0.01% | 767 |
|
|
2024
Q1 | $423K | Sell |
1,824
-261
| -13% | -$56.3K | 0.02% | 666 |
|
|
2023
Q4 | $401K | Sell |
2,085
-49
| -2% | -$9.23K | 0.02% | 655 |
|
|
2023
Q3 | $434K | Sell |
2,134
-88
| -4% | -$17.7K | 0.02% | 647 |
|
|
2023
Q2 | $439K | Buy |
2,222
+211
| +10% | +$38.5K | 0.02% | 699 |
|
|
2023
Q1 | $160K | Sell |
2,011
-462
| -19% | -$78.8K | 0.01% | 1039 |
|
|
2022
Q4 | $203K | Sell |
2,473
-493
| -17% | -$84.2K | 0.01% | 1344 |
|
|
2022
Q3 | $245K | Buy |
2,966
+239
| +9% | +$47.7K | 0.01% | 1288 |
|
|
2022
Q2 | $225K | Hold |
2,727
| – | – | 0.01% | 1217 |
|
|
2022
Q1 | $225K | Buy |
2,727
+582
| +27% | +$126K | 0.01% | 1217 |
|
|
2021
Q4 | $549K | Sell |
2,145
-60
| -3% | -$17.4K | 0.01% | 561 |
|
|
2021
Q3 | $635K | Sell |
2,205
-1
| -0% | -$317 | 0.01% | 517 |
|
|
2021
Q2 | $686K | Buy |
2,206
+222
| +11% | +$61.9K | 0.01% | 462 |
|
|
2021
Q1 | $521K | Buy |
1,984
+808
| +69% | +$225K | 0.01% | 503 |
|
|
2020
Q4 | $320K | Buy |
1,176
+200
| +20% | +$56K | 0.01% | 641 |
|
|
2020
Q3 | $273K | Sell |
976
-852
| -47% | -$225K | 0.02% | 597 |
|
|
2020
Q2 | $419K | Buy |
1,828
+292
| +19% | +$57.9K | 0.03% | 454 |
|
|
2020
Q1 | $227K | Buy |
1,536
+679
| +79% | +$99.5K | 0.02% | 536 |
|
|
2019
Q4 | $121K | Sell |
857
-343
| -29% | -$50.4K | 0.01% | 857 |
|
|
2019
Q3 | $177K | Buy |
+1,200
| New | +$192K | 0.01% | 810 |
|
|
2019
Q1 | $50K | Sell |
400
-881
| -69% | -$99.4K | 0.01% | 977 |
|
|
2018
Q4 | $112K | Sell |
1,281
-400
| -24% | -$36.5K | 0.01% | 1140 |
|
|
2018
Q3 | $183K | Sell |
1,681
-1
| -0.1% | -$91 | 0.01% | 1129 |
|
|
2018
Q2 | $129K | Buy |
1,682
+590
| +54% | +$44.9K | 0.01% | 1338 |
|
|
2018
Q1 | $60K | Hold |
1,092
| – | – | ﹤0.01% | 1713 |
|
|
2017
Q4 | $60K | Sell |
1,092
-12,255
| -92% | -$722K | ﹤0.01% | 1730 |
|
|
2017
Q3 | $753K | Buy |
13,347
+11,455
| +605% | +$695K | 0.03% | 533 |
|
|
2017
Q2 | $116K | Sell |
1,892
-2,437
| -56% | -$141K | ﹤0.01% | 1454 |
|
|
2017
Q1 | $222K | Buy |
4,329
+909
| +27% | +$40.8K | 0.01% | 1064 |
|
|
2016
Q4 | $139K | Sell |
3,420
-4,137
| -55% | -$169K | 0.01% | 1249 |
|
|
2016
Q3 | $312K | Buy |
7,557
+3,481
| +85% | +$135K | 0.02% | 796 |
|
|
2016
Q2 | $139K | Buy |
4,076
+3,676
| +919% | +$109K | 0.01% | 1160 |
|
|
2016
Q1 | $50K | Sell |
400
-1,438
| -78% | -$35.2K | 0.01% | 976 |
|
|
2015
Q4 | $53K | Buy |
+1,838
| New | +$49K | ﹤0.01% | 1588 |
|
Other funds holding VEEV
VPM
VCM
LP
