MSAM
Moloney Securities Asset Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
5,601
-3,830
| -41% | -$1.1M | 0.2% | 125 |
|
|
2025
Q1 | $2.18M | Buy |
9,431
+8,260
| +705% | +$1.91M | 0.3% | 78 |
|
|
2024
Q4 | $246K | Sell |
1,171
-10
| -0.8% | -$2.1K | 0.03% | 380 |
|
|
2024
Q3 | $248K | Buy |
+1,181
| New | +$248K | 0.03% | 399 |
|
|
2024
Q2 | – | Sell |
-1,064
| Closed | -$247K | – | 498 |
|
|
2024
Q1 | $247K | Buy |
1,064
+15
| +1% | +$3.48K | 0.04% | 377 |
|
|
2023
Q4 | $202K | Buy |
1,049
+14
| +1% | +$2.7K | 0.03% | 404 |
|
|
2023
Q3 | $211K | Sell |
1,035
-139
| -12% | -$28.3K | 0.04% | 371 |
|
|
2023
Q2 | $232K | Buy |
+1,174
| New | +$232K | 0.04% | 357 |
|
|
2022
Q2 | – | Sell |
-976
| Closed | -$207K | – | 429 |
|
|
2022
Q1 | $207K | Hold |
976
| – | – | 0.04% | 376 |
|
|
2021
Q4 | $249K | Hold |
976
| – | – | 0.04% | 363 |
|
|
2021
Q3 | $281K | Sell |
976
-22
| -2% | -$6.33K | 0.05% | 333 |
|
|
2021
Q2 | $310K | Hold |
998
| – | – | 0.06% | 314 |
|
|
2021
Q1 | $261K | Hold |
998
| – | – | 0.05% | 329 |
|
|
2020
Q4 | $272K | Buy |
998
+98
| +11% | +$26.7K | 0.06% | 303 |
|
|
2020
Q3 | $253K | Hold |
900
| – | – | 0.07% | 269 |
|
|
2020
Q2 | $211K | Buy |
+900
| New | +$211K | 0.06% | 267 |
|