RKL Wealth Management’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 | $300K | Hold |
1,042
| – | – | 0.03% | 153 |
|
|
2025
Q1 | $241K | Hold |
1,042
| – | – | 0.02% | 163 |
|
|
2024
Q4 | $219K | Hold |
1,042
| – | – | 0.02% | 166 |
|
|
2024
Q3 | $219K | Buy |
+1,042
| New | +$219K | 0.02% | 152 |
|
|
2024
Q2 | – | Sell |
-1,042
| Closed | -$241K | – | 157 |
|
|
2024
Q1 | $241K | Hold |
1,042
| – | – | 0.02% | 138 |
|
|
2023
Q4 | $201K | Sell |
1,042
-6
| -0.6% | -$1.16K | 0.02% | 151 |
|
|
2023
Q3 | $213K | Sell |
1,048
-15
| -1% | -$3.05K | 0.03% | 123 |
|
|
2023
Q2 | $210K | Buy |
+1,063
| New | +$210K | 0.02% | 128 |
|
|
2022
Q4 | – | Sell |
-1,226
| Closed | -$202K | – | 134 |
|
|
2022
Q3 | $202K | Hold |
1,226
| – | – | 0.03% | 129 |
|
|
2022
Q2 | $243K | Hold |
1,226
| – | – | 0.03% | 121 |
|
|
2022
Q1 | $260K | Buy |
1,226
+6
| +0.5% | +$1.27K | 0.03% | 126 |
|
|
2021
Q4 | $312K | Hold |
1,220
| – | – | 0.04% | 103 |
|
|
2021
Q3 | $352K | Buy |
1,220
+20
| +2% | +$5.77K | 0.04% | 100 |
|
|
2021
Q2 | $373K | Hold |
1,200
| – | – | 0.05% | 104 |
|
|
2021
Q1 | $313K | Hold |
1,200
| – | – | 0.04% | 109 |
|
|
2020
Q4 | $327K | Hold |
1,200
| – | – | 0.05% | 101 |
|
|
2020
Q3 | $337K | Buy |
+1,200
| New | +$337K | 0.05% | 98 |
|