RKL Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $310K | Hold |
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|
2025
Q2 | $300K | Hold |
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|
2025
Q1 | $241K | Hold |
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|
2024
Q4 | $219K | Hold |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $201K | Sell |
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|
2023
Q3 | $213K | Sell |
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|
2023
Q2 | $210K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $312K | Hold |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $373K | Hold |
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|
2021
Q1 | $313K | Hold |
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|
2020
Q4 | $327K | Hold |
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|
2020
Q3 | $337K | Buy |
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