Lyell Wealth Management’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 | $15.6M | Buy |
54,208
+563
| +1% | +$162K | 1.23% | 23 |
|
|
2025
Q1 | $12.4M | Buy |
53,645
+119
| +0.2% | +$27.6K | 1.16% | 27 |
|
|
2024
Q4 | $11.3M | Sell |
53,526
-133
| -0.2% | -$28K | 1.01% | 34 |
|
|
2024
Q3 | $11.3M | Sell |
53,659
-686
| -1% | -$144K | 1.02% | 30 |
|
|
2024
Q2 | $9.95M | Sell |
54,345
-4,728
| -8% | -$865K | 0.95% | 36 |
|
|
2024
Q1 | $13.7M | Buy |
59,073
+2,180
| +4% | +$505K | 1.39% | 18 |
|
|
2023
Q4 | $11M | Buy |
56,893
+4,297
| +8% | +$827K | 1.25% | 25 |
|
|
2023
Q3 | $10.7M | Buy |
52,596
+752
| +1% | +$153K | 1.44% | 19 |
|
|
2023
Q2 | $10.3M | Buy |
51,844
+2,462
| +5% | +$487K | 1.31% | 23 |
|
|
2023
Q1 | $9.08M | Sell |
49,382
-696
| -1% | -$128K | 1.27% | 25 |
|
|
2022
Q4 | $8.08M | Sell |
50,078
-1,588
| -3% | -$256K | 1.28% | 25 |
|
|
2022
Q3 | $8.52M | Buy |
51,666
+958
| +2% | +$158K | 1.45% | 18 |
|
|
2022
Q2 | $10M | Sell |
50,708
-63
| -0.1% | -$12.5K | 1.64% | 15 |
|
|
2022
Q1 | $10.8M | Sell |
50,771
-1,501
| -3% | -$319K | 1.39% | 23 |
|
|
2021
Q4 | $13.4M | Buy |
52,272
+655
| +1% | +$167K | 1.52% | 21 |
|
|
2021
Q3 | $14.9M | Buy |
51,617
+132
| +0.3% | +$38K | 1.81% | 15 |
|
|
2021
Q2 | $16M | Buy |
51,485
+1,215
| +2% | +$378K | 1.98% | 11 |
|
|
2021
Q1 | $13.1M | Buy |
50,270
+455
| +0.9% | +$119K | 1.91% | 11 |
|
|
2020
Q4 | $13.6M | Sell |
49,815
-267
| -0.5% | -$72.7K | 2.17% | 8 |
|
|
2020
Q3 | $14.1M | Sell |
50,082
-106
| -0.2% | -$29.8K | 2.64% | 9 |
|
|
2020
Q2 | $11.8M | Buy |
50,188
+490
| +1% | +$115K | 2.58% | 8 |
|
|
2020
Q1 | $7.77M | Buy |
49,698
+2,425
| +5% | +$379K | 2.32% | 6 |
|
|
2019
Q4 | $6.65M | Buy |
47,273
+2,502
| +6% | +$352K | 1.78% | 17 |
|
|
2019
Q3 | $6.84M | Sell |
44,771
-105
| -0.2% | -$16K | 2.05% | 12 |
|
|
2019
Q2 | $7.28M | Buy |
44,876
+326
| +0.7% | +$52.8K | 2.19% | 8 |
|
|
2019
Q1 | $5.65M | Buy |
44,550
+1,753
| +4% | +$222K | 1.89% | 14 |
|
|
2018
Q4 | $3.82M | Sell |
42,797
-8,175
| -16% | -$730K | 1.6% | 24 |
|
|
2018
Q3 | $5.55M | Sell |
50,972
-2,100
| -4% | -$229K | 1.87% | 14 |
|
|
2018
Q2 | $4.08M | Buy |
53,072
+230
| +0.4% | +$17.7K | 1.49% | 25 |
|
|
2018
Q1 | $3.86M | Buy |
52,842
+685
| +1% | +$50K | 1.43% | 31 |
|
|
2017
Q4 | $2.88M | Buy |
52,157
+3,195
| +7% | +$177K | 1.15% | 37 |
|
|
2017
Q3 | $2.76M | Buy |
48,962
+11,500
| +31% | +$649K | 1.19% | 36 |
|
|
2017
Q2 | $2.3M | Buy |
37,462
+2,110
| +6% | +$129K | 1.12% | 42 |
|
|
2017
Q1 | $1.81M | Buy |
35,352
+3,407
| +11% | +$175K | 0.98% | 47 |
|
|
2016
Q4 | $1.3M | Buy |
+31,945
| New | +$1.3M | 0.81% | 52 |
|