Regal 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 | $832K | Buy |
2,889
+285
| +11% | +$82.1K | 0.06% | 263 |
|
|
2025
Q1 | $603K | Sell |
2,604
-46
| -2% | -$10.7K | 0.05% | 290 |
|
|
2024
Q4 | $557K | Sell |
2,650
-247
| -9% | -$51.9K | 0.04% | 303 |
|
|
2024
Q3 | $608K | Buy |
2,897
+362
| +14% | +$76K | 0.04% | 317 |
|
|
2024
Q2 | $464K | Buy |
2,535
+761
| +43% | +$139K | 0.03% | 370 |
|
|
2024
Q1 | $411K | Buy |
1,774
+297
| +20% | +$68.8K | 0.03% | 397 |
|
|
2023
Q4 | $284K | Buy |
1,477
+122
| +9% | +$23.5K | 0.02% | 430 |
|
|
2023
Q3 | $276K | Buy |
1,355
+96
| +8% | +$19.5K | 0.02% | 406 |
|
|
2023
Q2 | $249K | Buy |
1,259
+29
| +2% | +$5.73K | 0.02% | 433 |
|
|
2023
Q1 | $226K | Buy |
+1,230
| New | +$226K | 0.02% | 458 |
|
|
2022
Q1 | – | Sell |
-979
| Closed | -$250K | – | 574 |
|
|
2021
Q4 | $250K | Buy |
979
+21
| +2% | +$5.36K | 0.02% | 472 |
|
|
2021
Q3 | $276K | Buy |
958
+246
| +35% | +$70.9K | 0.03% | 438 |
|
|
2021
Q2 | $221K | Buy |
+712
| New | +$221K | 0.02% | 496 |
|