Integrated Wealth Concepts’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 | $1.08M | Buy |
3,766
+1,645
| +78% | +$474K | 0.01% | 876 |
|
|
2025
Q1 | $491K | Sell |
2,121
-155
| -7% | -$35.9K | 0.01% | 1145 |
|
|
2024
Q4 | $479K | Buy |
2,276
+869
| +62% | +$183K | 0.01% | 1144 |
|
|
2024
Q3 | $295K | Sell |
1,407
-345
| -20% | -$72.4K | ﹤0.01% | 1353 |
|
|
2024
Q2 | $321K | Sell |
1,752
-328
| -16% | -$60K | ﹤0.01% | 1282 |
|
|
2024
Q1 | $482K | Sell |
2,080
-146
| -7% | -$33.8K | 0.01% | 1071 |
|
|
2023
Q4 | $429K | Buy |
2,226
+39
| +2% | +$7.51K | 0.01% | 1071 |
|
|
2023
Q3 | $445K | Buy |
2,187
+28
| +1% | +$5.7K | 0.01% | 1030 |
|
|
2023
Q2 | $427K | Sell |
2,159
-180
| -8% | -$35.6K | 0.01% | 1056 |
|
|
2023
Q1 | $430K | Buy |
+2,339
| New | +$430K | 0.01% | 903 |
|
|
2022
Q1 | – | Sell |
-2,359
| Closed | -$603K | – | 1056 |
|
|
2021
Q4 | $603K | Buy |
2,359
+205
| +10% | +$52.4K | 0.02% | 573 |
|
|
2021
Q3 | $621K | Sell |
2,154
-23
| -1% | -$6.63K | 0.02% | 526 |
|
|
2021
Q2 | $677K | Buy |
2,177
+363
| +20% | +$113K | 0.02% | 456 |
|
|
2021
Q1 | $474K | Buy |
1,814
+403
| +29% | +$105K | 0.02% | 481 |
|
|
2020
Q4 | $384K | Buy |
1,411
+225
| +19% | +$61.2K | 0.02% | 462 |
|
|
2020
Q3 | $333K | Buy |
1,186
+98
| +9% | +$27.5K | 0.02% | 428 |
|
|
2020
Q2 | $255K | Buy |
+1,088
| New | +$255K | 0.02% | 435 |
|