Revolve Wealth Partners’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
$260K Sell
903
-30
-3% -$8.64K 0.03% 186
2025
Q1
$216K Buy
+933
New +$216K 0.03% 206
2024
Q2
Sell
-1,056
Closed -$245K 186
2024
Q1
$245K Buy
1,056
+9
+0.9% +$2.09K 0.04% 154
2023
Q4
$202K Sell
1,047
-98
-9% -$18.9K 0.04% 157
2023
Q3
$233K Buy
1,145
+1
+0.1% +$203 0.05% 128
2023
Q2
$226K Sell
1,144
-6
-0.5% -$1.19K 0.05% 130
2023
Q1
$211K Sell
1,150
-170
-13% -$31.2K 0.05% 136
2022
Q4
$213K Sell
1,320
-239
-15% -$38.6K 0.06% 133
2022
Q3
$257K Sell
1,559
-161
-9% -$26.5K 0.09% 103
2022
Q2
$341K Buy
1,720
+52
+3% +$10.3K 0.11% 88
2022
Q1
$354K Sell
1,668
-43
-3% -$9.13K 0.1% 93
2021
Q4
$437K Buy
+1,711
New +$437K 0.13% 85