Independent Advisor Alliance’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 | $468K | Sell |
1,626
-513
| -24% | -$148K | 0.01% | 607 |
|
|
2025
Q1 | $495K | Sell |
2,139
-42
| -2% | -$9.73K | 0.02% | 529 |
|
|
2024
Q4 | $459K | Buy |
2,181
+89
| +4% | +$18.7K | 0.01% | 987 |
|
|
2024
Q3 | $439K | Sell |
2,092
-28
| -1% | -$5.88K | 0.02% | 484 |
|
|
2024
Q2 | $388K | Buy |
2,120
+231
| +12% | +$42.3K | 0.01% | 512 |
|
|
2024
Q1 | $438K | Sell |
1,889
-30
| -2% | -$6.95K | 0.02% | 483 |
|
|
2023
Q4 | $369K | Sell |
1,919
-24
| -1% | -$4.62K | 0.01% | 498 |
|
|
2023
Q3 | $395K | Buy |
1,943
+128
| +7% | +$26K | 0.02% | 460 |
|
|
2023
Q2 | $359K | Buy |
1,815
+46
| +3% | +$9.1K | 0.02% | 492 |
|
|
2023
Q1 | $325K | Buy |
+1,769
| New | +$325K | 0.02% | 498 |
|
|
2022
Q1 | – | Sell |
-851
| Closed | -$217K | – | 738 |
|
|
2021
Q4 | $217K | Buy |
851
+108
| +15% | +$27.5K | 0.01% | 609 |
|
|
2021
Q3 | $214K | Buy |
743
+21
| +3% | +$6.05K | 0.01% | 572 |
|
|
2021
Q2 | $225K | Buy |
+722
| New | +$225K | 0.01% | 563 |
|