Rothschild Investment LLC’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 | $576 | Sell |
2
-1
| -33% | -$288 | ﹤0.01% | 2697 |
|
|
2025
Q1 | $695 | Buy |
3
+1
| +50% | +$232 | ﹤0.01% | 2509 |
|
|
2024
Q4 | $421 | Buy |
2
+1
| +100% | +$211 | ﹤0.01% | 2599 |
|
|
2024
Q3 | $210 | Hold |
1
| – | – | ﹤0.01% | 2706 |
|
|
2024
Q2 | $183 | Sell |
1
-77
| -99% | -$14.1K | ﹤0.01% | 2521 |
|
|
2024
Q1 | $18.1K | Hold |
78
| – | – | ﹤0.01% | 944 |
|
|
2023
Q4 | $15K | Buy |
+78
| New | +$15K | ﹤0.01% | 925 |
|
|
2021
Q3 | – | Sell |
-2,277
| Closed | -$708K | – | 511 |
|
|
2021
Q2 | $708K | Sell |
2,277
-65
| -3% | -$20.2K | 0.06% | 265 |
|
|
2021
Q1 | $612K | Buy |
2,342
+1,495
| +177% | +$391K | 0.05% | 282 |
|
|
2020
Q4 | $231K | Buy |
+847
| New | +$231K | 0.02% | 401 |
|
|
2016
Q1 | – | Sell |
-13,500
| Closed | -$389K | – | 500 |
|
|
2015
Q4 | $389K | Sell |
13,500
-2,000
| -13% | -$57.6K | 0.05% | 311 |
|
|
2015
Q3 | $363K | Sell |
15,500
-600
| -4% | -$14.1K | 0.05% | 331 |
|
|
2015
Q2 | $451K | Sell |
16,100
-2,275
| -12% | -$63.7K | 0.05% | 318 |
|
|
2015
Q1 | $469K | Buy |
18,375
+1,050
| +6% | +$26.8K | 0.05% | 312 |
|
|
2014
Q4 | $458K | Sell |
17,325
-2,325
| -12% | -$61.5K | 0.05% | 306 |
|
|
2014
Q3 | $554K | Buy |
19,650
+1,500
| +8% | +$42.3K | 0.07% | 278 |
|
|
2014
Q2 | $462K | Buy |
18,150
+2,625
| +17% | +$66.8K | 0.06% | 278 |
|
|
2014
Q1 | $415K | Buy |
15,525
+625
| +4% | +$16.7K | 0.06% | 299 |
|
|
2013
Q4 | $478K | Buy |
+14,900
| New | +$478K | 0.07% | 275 |
|