OneDigital Investment Advisors’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 | $635K | Buy |
2,205
+44
| +2% | +$12.7K | 0.01% | 815 |
|
|
2025
Q1 | $501K | Buy |
2,161
+268
| +14% | +$62.1K | 0.01% | 853 |
|
|
2024
Q4 | $398K | Sell |
1,893
-16
| -0.8% | -$3.36K | ﹤0.01% | 989 |
|
|
2024
Q3 | $401K | Buy |
1,909
+130
| +7% | +$27.3K | ﹤0.01% | 1022 |
|
|
2024
Q2 | $326K | Buy |
1,779
+384
| +28% | +$70.3K | ﹤0.01% | 1069 |
|
|
2024
Q1 | $323K | Buy |
1,395
+87
| +7% | +$20.2K | 0.01% | 887 |
|
|
2023
Q4 | $252K | Buy |
1,308
+280
| +27% | +$53.9K | ﹤0.01% | 971 |
|
|
2023
Q3 | $209K | Sell |
1,028
-85
| -8% | -$17.3K | ﹤0.01% | 924 |
|
|
2023
Q2 | $220K | Sell |
1,113
-683
| -38% | -$135K | ﹤0.01% | 927 |
|
|
2023
Q1 | $330K | Buy |
+1,796
| New | +$330K | 0.01% | 748 |
|
|
2020
Q4 | – | Sell |
-951
| Closed | -$267K | – | 667 |
|
|
2020
Q3 | $267K | Buy |
+951
| New | +$267K | 0.02% | 459 |
|
|
2019
Q3 | – | Sell |
-60
| Closed | -$10K | – | 1088 |
|
|
2019
Q2 | $10K | Hold |
60
| – | – | ﹤0.01% | 932 |
|
|
2019
Q1 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 929 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$11K | – | 1280 |
|
|
2018
Q3 | $11K | Sell |
100
-250
| -71% | -$27.5K | ﹤0.01% | 811 |
|
|
2018
Q2 | $27K | Buy |
350
+150
| +75% | +$11.6K | 0.01% | 706 |
|
|
2018
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 917 |
|
|
2017
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 957 |
|