MSFP
Mark Sheptoff Financial Planning’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68M | Hold |
26,681
| – | – | 4.09% | 5 |
|
|
2025
Q1 | $6.18M | Hold |
26,681
| – | – | 3.41% | 6 |
|
|
2024
Q4 | $5.61M | Sell |
26,681
-16
| -0.1% | -$3.36K | 3.01% | 7 |
|
|
2024
Q3 | $5.6M | Sell |
26,697
-835
| -3% | -$175K | 2.98% | 7 |
|
|
2024
Q2 | $5.04M | Sell |
27,532
-650
| -2% | -$119K | 2.82% | 8 |
|
|
2024
Q1 | $6.53M | Buy |
28,182
+300
| +1% | +$69.5K | 3.62% | 6 |
|
|
2023
Q4 | $5.37M | Sell |
27,882
-85
| -0.3% | -$16.4K | 3.23% | 7 |
|
|
2023
Q3 | $5.69M | Sell |
27,967
-100
| -0.4% | -$20.3K | 3.65% | 7 |
|
|
2023
Q2 | $5.55M | Sell |
28,067
-75
| -0.3% | -$14.8K | 3.17% | 7 |
|
|
2023
Q1 | $5.17M | Hold |
28,142
| – | – | 3% | 8 |
|
|
2022
Q4 | $4.54M | Sell |
28,142
-120
| -0.4% | -$19.4K | 2.66% | 10 |
|
|
2022
Q3 | $4.66M | Sell |
28,262
-215
| -0.8% | -$35.5K | 2.84% | 10 |
|
|
2022
Q2 | $5.64M | Sell |
28,477
-705
| -2% | -$140K | 3.24% | 8 |
|
|
2022
Q1 | $6.2M | Sell |
29,182
-175
| -0.6% | -$37.2K | 3.12% | 8 |
|
|
2021
Q4 | $7.5M | Buy |
29,357
+390
| +1% | +$99.6K | 3.58% | 7 |
|
|
2021
Q3 | $8.35M | Sell |
28,967
-808
| -3% | -$233K | 4.59% | 4 |
|
|
2021
Q2 | $9.26M | Sell |
29,775
-50
| -0.2% | -$15.5K | 4.96% | 4 |
|
|
2021
Q1 | $7.79M | Sell |
29,825
-925
| -3% | -$242K | 4.47% | 4 |
|
|
2020
Q4 | $8.37M | Buy |
30,750
+475
| +2% | +$129K | 4.76% | 4 |
|
|
2020
Q3 | $8.51M | Sell |
30,275
-475
| -2% | -$134K | 5.24% | 4 |
|
|
2020
Q2 | $7.21M | Sell |
30,750
-1,450
| -5% | -$340K | 4.68% | 5 |
|
|
2020
Q1 | $5.04M | Buy |
32,200
+800
| +3% | +$125K | 3.81% | 6 |
|
|
2019
Q4 | $4.42M | Buy |
31,400
+800
| +3% | +$113K | 2.78% | 8 |
|
|
2019
Q3 | $4.67M | Buy |
30,600
+150
| +0.5% | +$22.9K | 3.15% | 9 |
|
|
2019
Q2 | $4.94M | Buy |
30,450
+1,600
| +6% | +$259K | 3.37% | 7 |
|
|
2019
Q1 | $3.66M | Buy |
28,850
+1,850
| +7% | +$235K | 2.64% | 11 |
|
|
2018
Q4 | $2.41M | Buy |
27,000
+400
| +2% | +$35.7K | 2% | 14 |
|
|
2018
Q3 | $2.9M | Hold |
26,600
| – | – | 1.99% | 15 |
|
|
2018
Q2 | $2.04M | Buy |
26,600
+500
| +2% | +$38.4K | 1.51% | 17 |
|
|
2018
Q1 | $1.91M | Buy |
26,100
+750
| +3% | +$54.8K | 1.32% | 19 |
|
|
2017
Q4 | $1.4M | Buy |
25,350
+250
| +1% | +$13.8K | 0.91% | 29 |
|
|
2017
Q3 | $1.42M | Sell |
25,100
-1,750
| -7% | -$98.7K | 0.95% | 28 |
|
|
2017
Q2 | $1.65M | Sell |
26,850
-301
| -1% | -$18.5K | 1.13% | 23 |
|
|
2017
Q1 | $1.39M | Buy |
27,151
+1,001
| +4% | +$51.3K | 0.99% | 28 |
|
|
2016
Q4 | $1.06M | Buy |
26,150
+4,750
| +22% | +$193K | 0.79% | 37 |
|
|
2016
Q3 | $883K | Buy |
21,400
+20,100
| +1,546% | +$829K | 0.66% | 41 |
|
|
2016
Q2 | $44K | Buy |
1,300
+1,200
| +1,200% | +$40.6K | 0.03% | 166 |
|
|
2016
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 306 |
|