LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175M | Buy |
609,377
+35,219
| +6% | +$10.1M | 1.55% | 22 |
|
|
2025
Q1 | $127M | Buy |
574,158
+45,590
| +9% | +$10.1M | 1.23% | 25 |
|
|
2024
Q4 | $119M | Buy |
528,568
+44,382
| +9% | +$10M | 1.03% | 30 |
|
|
2024
Q3 | $103M | Buy |
484,186
+116,044
| +32% | +$24.7M | 0.92% | 30 |
|
|
2024
Q2 | $68.9M | Buy |
368,142
+131,313
| +55% | +$24.6M | 0.63% | 37 |
|
|
2024
Q1 | $47.1M | Buy |
236,829
+50,774
| +27% | +$10.1M | 0.47% | 47 |
|
|
2023
Q4 | $38.6M | Buy |
186,055
+51,672
| +38% | +$10.7M | 0.38% | 51 |
|
|
2023
Q3 | $25.5M | Buy |
134,383
+67,047
| +100% | +$12.7M | 0.29% | 58 |
|
|
2023
Q2 | $13.3M | Buy |
67,336
+26,889
| +66% | +$5.32M | 0.14% | 64 |
|
|
2023
Q1 | $7.43M | Hold |
40,447
| – | – | 0.09% | 72 |
|
|
2022
Q4 | $6.53M | Sell |
40,447
-73
| -0.2% | -$11.8K | 0.08% | 78 |
|
|
2022
Q3 | $6.68M | Sell |
40,520
-466
| -1% | -$76.8K | 0.09% | 75 |
|
|
2022
Q2 | $8.12M | Sell |
40,986
-13
| -0% | -$2.58K | 0.1% | 70 |
|
|
2022
Q1 | $8.71M | Sell |
40,999
-85
| -0.2% | -$18.1K | 0.09% | 71 |
|
|
2021
Q4 | $10.5M | Buy |
41,084
+78
| +0.2% | +$19.9K | 0.1% | 71 |
|
|
2021
Q3 | $11.8M | Buy |
41,006
+40
| +0.1% | +$11.5K | 0.12% | 65 |
|
|
2021
Q2 | $12.7M | Sell |
40,966
-273
| -0.7% | -$84.9K | 0.13% | 65 |
|
|
2021
Q1 | $10.8M | Buy |
41,239
+1
| +0% | +$261 | 0.12% | 65 |
|
|
2020
Q4 | $11.2M | Sell |
41,238
-22
| -0.1% | -$5.99K | 0.13% | 63 |
|
|
2020
Q3 | $11.6M | Sell |
41,260
-28
| -0.1% | -$7.87K | 0.15% | 63 |
|
|
2020
Q2 | $9.68M | Hold |
41,288
| – | – | 0.13% | 65 |
|
|
2020
Q1 | $6.46M | Sell |
41,288
-55
| -0.1% | -$8.6K | 0.11% | 69 |
|
|
2019
Q4 | $5.82M | Hold |
41,343
| – | – | 0.08% | 82 |
|
|
2019
Q3 | $6.31M | Buy |
41,343
+1,790
| +5% | +$273K | 0.09% | 77 |
|
|
2019
Q2 | $6.41M | Buy |
39,553
+2,218
| +6% | +$360K | 0.09% | 81 |
|
|
2019
Q1 | $4.74M | Buy |
37,335
+4,945
| +15% | +$627K | 0.07% | 90 |
|
|
2018
Q4 | $2.89M | Buy |
32,390
+21,765
| +205% | +$1.94M | 0.05% | 104 |
|
|
2018
Q3 | $1.16M | Buy |
10,625
+5,225
| +97% | +$569K | 0.02% | 153 |
|
|
2018
Q2 | $415K | Buy |
5,400
+650
| +14% | +$50K | 0.01% | 215 |
|
|
2018
Q1 | $347K | Sell |
4,750
-1,905
| -29% | -$139K | 0.01% | 222 |
|
|
2017
Q4 | $368K | Buy |
+6,655
| New | +$368K | 0.01% | 226 |
|