Kestra Private Wealth Services’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 | – | Sell |
-2,734
| Closed | -$633K | – | 1680 |
|
|
2025
Q1 | $633K | Sell |
2,734
-1,375
| -33% | -$318K | 0.01% | 855 |
|
|
2024
Q4 | $864K | Buy |
4,109
+1,634
| +66% | +$344K | 0.01% | 698 |
|
|
2024
Q3 | $532K | Sell |
2,475
-1,154
| -32% | -$248K | 0.01% | 849 |
|
|
2024
Q2 | $664K | Buy |
3,629
+152
| +4% | +$27.8K | 0.01% | 723 |
|
|
2024
Q1 | $806K | Buy |
3,477
+393
| +13% | +$91.1K | 0.02% | 619 |
|
|
2023
Q4 | $594K | Buy |
3,084
+418
| +16% | +$80.5K | 0.02% | 675 |
|
|
2023
Q3 | $542K | Buy |
2,666
+1,245
| +88% | +$253K | 0.02% | 635 |
|
|
2023
Q2 | $281K | Buy |
1,421
+7
| +0.5% | +$1.38K | 0.01% | 844 |
|
|
2023
Q1 | $260K | Buy |
1,414
+90
| +7% | +$16.5K | 0.01% | 830 |
|
|
2022
Q4 | $214K | Sell |
1,324
-1,831
| -58% | -$295K | 0.01% | 783 |
|
|
2022
Q3 | $520K | Buy |
3,155
+1,206
| +62% | +$199K | 0.03% | 482 |
|
|
2022
Q2 | $386K | Sell |
1,949
-173
| -8% | -$34.3K | 0.02% | 586 |
|
|
2022
Q1 | $451K | Sell |
2,122
-398
| -16% | -$84.6K | 0.02% | 614 |
|
|
2021
Q4 | $644K | Buy |
2,520
+329
| +15% | +$84.1K | 0.03% | 510 |
|
|
2021
Q3 | $631K | Buy |
2,191
+340
| +18% | +$97.9K | 0.04% | 479 |
|
|
2021
Q2 | $576K | Buy |
1,851
+438
| +31% | +$136K | 0.04% | 475 |
|
|
2021
Q1 | $369K | Buy |
+1,413
| New | +$369K | 0.03% | 536 |
|