JFS Wealth 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 | $11.2K | Sell |
39
-9
| -19% | -$2.59K | ﹤0.01% | 830 |
|
|
2025
Q1 | $11.1K | Sell |
48
-17
| -26% | -$3.94K | ﹤0.01% | 847 |
|
|
2024
Q4 | $13.7K | Buy |
65
+4
| +7% | +$841 | ﹤0.01% | 761 |
|
|
2024
Q3 | $12.8K | Buy |
61
+10
| +20% | +$2.1K | ﹤0.01% | 775 |
|
|
2024
Q2 | $9.33K | Buy |
51
+2
| +4% | +$366 | ﹤0.01% | 818 |
|
|
2024
Q1 | $11.4K | Buy |
49
+22
| +81% | +$5.1K | ﹤0.01% | 779 |
|
|
2023
Q4 | $5.2K | Sell |
27
-1
| -4% | -$193 | ﹤0.01% | 1040 |
|
|
2023
Q3 | $5.7K | Buy |
28
+8
| +40% | +$1.63K | ﹤0.01% | 941 |
|
|
2023
Q2 | $3.96K | Sell |
20
-3
| -13% | -$593 | ﹤0.01% | 1106 |
|
|
2023
Q1 | $4.23K | Buy |
23
+3
| +15% | +$551 | ﹤0.01% | 1064 |
|
|
2022
Q4 | $3.23K | Sell |
20
-26
| -57% | -$4.2K | ﹤0.01% | 1177 |
|
|
2022
Q3 | $8K | Sell |
46
-14
| -23% | -$2.44K | ﹤0.01% | 830 |
|
|
2022
Q2 | $12K | Buy |
60
+20
| +50% | +$4K | ﹤0.01% | 725 |
|
|
2022
Q1 | $8K | Buy |
40
+3
| +8% | +$600 | ﹤0.01% | 888 |
|
|
2021
Q4 | $9K | Buy |
37
+6
| +19% | +$1.46K | ﹤0.01% | 710 |
|
|
2021
Q3 | $9K | Buy |
+31
| New | +$9K | ﹤0.01% | 663 |
|