Mark Sheptoff Financial Planning’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.66M | Sell |
27,247
-1,139
| -4% | -$224K | 2.47% | 9 |
|
|
2025
Q4 | $6.34M | Buy |
28,386
+1,705
| +6% | +$452K | 3.02% | 9 |
|
|
2025
Q3 | $7.95M | Hold |
26,681
| – | – | 3.8% | 5 |
|
|
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% | -$3.52K | 3.01% | 7 |
|
|
2024
Q3 | $5.6M | Sell |
26,697
-835
| -3% | -$165K | 2.98% | 7 |
|
|
2024
Q2 | $5.04M | Sell |
27,532
-650
| -2% | -$129K | 2.82% | 8 |
|
|
2024
Q1 | $6.53M | Buy |
28,182
+300
| +1% | +$64.7K | 3.62% | 6 |
|
|
2023
Q4 | $5.37M | Sell |
27,882
-85
| -0.3% | -$16K | 3.23% | 7 |
|
|
2023
Q3 | $5.69M | Sell |
27,967
-100
| -0.4% | -$20.1K | 3.65% | 7 |
|
|
2023
Q2 | $5.55M | Sell |
28,067
-75
| -0.3% | -$13.7K | 3.17% | 7 |
|
|
2023
Q1 | $5.17M | Hold |
28,142
| – | – | 3% | 8 |
|
|
2022
Q4 | $4.54M | Sell |
28,142
-120
| -0.4% | -$20.5K | 2.66% | 10 |
|
|
2022
Q3 | $4.66M | Sell |
28,262
-215
| -0.8% | -$43K | 2.84% | 10 |
|
|
2022
Q2 | $5.64M | Sell |
28,477
-705
| -2% | -$130K | 3.24% | 8 |
|
|
2022
Q1 | $6.2M | Sell |
29,182
-175
| -0.6% | -$38K | 3.12% | 8 |
|
|
2021
Q4 | $7.5M | Buy |
29,357
+390
| +1% | +$113K | 3.58% | 7 |
|
|
2021
Q3 | $8.35M | Sell |
28,967
-808
| -3% | -$256K | 4.59% | 4 |
|
|
2021
Q2 | $9.26M | Sell |
29,775
-50
| -0.2% | -$13.9K | 4.96% | 4 |
|
|
2021
Q1 | $7.79M | Sell |
29,825
-925
| -3% | -$258K | 4.47% | 4 |
|
|
2020
Q4 | $8.37M | Buy |
30,750
+475
| +2% | +$133K | 4.76% | 4 |
|
|
2020
Q3 | $8.51M | Sell |
30,275
-475
| -2% | -$125K | 5.24% | 4 |
|
|
2020
Q2 | $7.21M | Sell |
30,750
-1,450
| -5% | -$288K | 4.68% | 5 |
|
|
2020
Q1 | $5.04M | Buy |
32,200
+800
| +3% | +$117K | 3.81% | 6 |
|
|
2019
Q4 | $4.42M | Buy |
31,400
+800
| +3% | +$118K | 2.78% | 8 |
|
|
2019
Q3 | $4.67M | Buy |
30,600
+150
| +0.5% | +$24.1K | 3.15% | 9 |
|
|
2019
Q2 | $4.94M | Buy |
30,450
+1,600
| +6% | +$233K | 3.37% | 7 |
|
|
2019
Q1 | $3.66M | Buy |
28,850
+1,850
| +7% | +$209K | 2.64% | 11 |
|
|
2018
Q4 | $2.41M | Buy |
27,000
+400
| +2% | +$36.5K | 2% | 14 |
|
|
2018
Q3 | $2.9M | Hold |
26,600
| – | – | 1.99% | 15 |
|
|
2018
Q2 | $2.04M | Buy |
26,600
+500
| +2% | +$38K | 1.51% | 17 |
|
|
2018
Q1 | $1.91M | Buy |
26,100
+750
| +3% | +$48.5K | 1.32% | 19 |
|
|
2017
Q4 | $1.4M | Buy |
25,350
+250
| +1% | +$14.7K | 0.91% | 29 |
|
|
2017
Q3 | $1.42M | Sell |
25,100
-1,750
| -7% | -$106K | 0.95% | 28 |
|
|
2017
Q2 | $1.65M | Sell |
26,850
-301
| -1% | -$17.4K | 1.13% | 23 |
|
|
2017
Q1 | $1.39M | Buy |
27,151
+1,001
| +4% | +$45K | 0.99% | 28 |
|
|
2016
Q4 | $1.06M | Buy |
26,150
+4,750
| +22% | +$194K | 0.79% | 37 |
|
|
2016
Q3 | $883K | Buy |
21,400
+20,100
| +1,546% | +$779K | 0.66% | 41 |
|
|
2016
Q2 | $44K | Buy |
1,300
+1,200
| +1,200% | +$35.7K | 0.03% | 166 |
|
|
2016
Q1 | $3K | Buy |
+100
| New | +$2.45K | ﹤0.01% | 306 |
|
Other funds holding VEEV
VPM
VCM
LP
