Marks Group 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 | $418K | Buy |
1,453
+26
| +2% | +$7.49K | 0.04% | 240 |
|
|
2025
Q1 | $331K | Buy |
1,427
+46
| +3% | +$10.7K | 0.03% | 271 |
|
|
2024
Q4 | $290K | Buy |
1,381
+77
| +6% | +$16.2K | 0.03% | 258 |
|
|
2024
Q3 | $274K | Buy |
+1,304
| New | +$274K | 0.03% | 262 |
|
|
2022
Q4 | – | Sell |
-5,072
| Closed | -$836K | – | 295 |
|
|
2022
Q3 | $836K | Sell |
5,072
-6,710
| -57% | -$1.11M | 0.13% | 168 |
|
|
2022
Q2 | $2.33M | Buy |
11,782
+755
| +7% | +$150K | 0.34% | 93 |
|
|
2022
Q1 | $2.34M | Buy |
11,027
+1,488
| +16% | +$316K | 0.29% | 102 |
|
|
2021
Q4 | $2.47M | Buy |
9,539
+328
| +4% | +$84.8K | 0.3% | 104 |
|
|
2021
Q3 | $2.64M | Sell |
9,211
-3
| -0% | -$860 | 0.36% | 103 |
|
|
2021
Q2 | $2.86M | Buy |
9,214
+3,163
| +52% | +$983K | 0.39% | 104 |
|
|
2021
Q1 | $1.59M | Buy |
6,051
+211
| +4% | +$55.4K | 0.24% | 116 |
|
|
2020
Q4 | $1.59M | Buy |
5,840
+179
| +3% | +$48.7K | 0.25% | 119 |
|
|
2020
Q3 | $1.59M | Buy |
5,661
+127
| +2% | +$35.7K | 0.29% | 112 |
|
|
2020
Q2 | $1.3M | Buy |
+5,534
| New | +$1.3M | 0.27% | 114 |
|