Mission 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
$6.88M Sell
23,901
-1,698
-7% -$489K 0.15% 82
2025
Q1
$5.93M Sell
25,599
-7
-0% -$1.62K 0.15% 86
2024
Q4
$5.38M Buy
25,606
+4
+0% +$841 0.13% 88
2024
Q3
$5.37M Buy
25,602
+1,702
+7% +$357K 0.13% 82
2024
Q2
$4.37M Sell
23,900
-1,302
-5% -$238K 0.12% 95
2024
Q1
$5.84M Sell
25,202
-1,244
-5% -$288K 0.15% 91
2023
Q4
$5.09M Sell
26,446
-2,928
-10% -$564K 0.17% 77
2023
Q3
$5.98M Sell
29,374
-1,095
-4% -$223K 0.22% 64
2023
Q2
$6.02M Sell
30,469
-9,264
-23% -$1.83M 0.23% 61
2023
Q1
$7.3M Buy
39,733
+12,232
+44% +$2.25M 0.31% 49
2022
Q4
$4.44M Sell
27,501
-136
-0.5% -$21.9K 0.21% 62
2022
Q3
$4.56M Buy
27,637
+15
+0.1% +$2.47K 0.24% 54
2022
Q2
$5.47M Sell
27,622
-54
-0.2% -$10.7K 0.29% 48
2022
Q1
$5.88M Sell
27,676
-7
-0% -$1.49K 0.27% 51
2021
Q4
$7.07M Buy
27,683
+890
+3% +$227K 0.32% 46
2021
Q3
$7.72M Sell
26,793
-994
-4% -$286K 0.39% 41
2021
Q2
$8.64M Buy
+27,787
New +$8.64M 0.46% 36