Roberts Capital 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 | $537K | Hold |
1,864
| – | – | 0.4% | 74 |
|
|
2025
Q1 | $432K | Hold |
1,864
| – | – | 0.38% | 79 |
|
|
2024
Q4 | $392K | Hold |
1,864
| – | – | 0.33% | 69 |
|
|
2024
Q3 | $391K | Hold |
1,864
| – | – | 0.33% | 75 |
|
|
2024
Q2 | $432K | Hold |
1,864
| – | – | 0.41% | 69 |
|
|
2024
Q1 | $432K | Buy |
+1,864
| New | +$432K | 0.41% | 69 |
|
|
2022
Q3 | $330K | Hold |
1,999
| – | – | 0.48% | 74 |
|
|
2022
Q2 | $396K | Hold |
1,999
| – | – | 0.54% | 63 |
|
|
2022
Q1 | $425K | Hold |
1,999
| – | – | 0.44% | 84 |
|
|
2021
Q4 | $511K | Buy |
+1,999
| New | +$511K | 0.48% | 83 |
|