Sequoia Financial 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 | $6.16M | Buy |
21,392
+1,999
| +10% | +$576K | 0.04% | 245 |
|
|
2025
Q1 | $4.49M | Buy |
19,393
+1,717
| +10% | +$398K | 0.03% | 283 |
|
|
2024
Q4 | $3.72M | Buy |
17,676
+1,227
| +7% | +$258K | 0.04% | 294 |
|
|
2024
Q3 | $3.45M | Buy |
16,449
+550
| +3% | +$115K | 0.04% | 271 |
|
|
2024
Q2 | $2.91M | Buy |
15,899
+1,035
| +7% | +$189K | 0.04% | 260 |
|
|
2024
Q1 | $3.44M | Sell |
14,864
-730
| -5% | -$169K | 0.04% | 245 |
|
|
2023
Q4 | $3M | Buy |
15,594
+13,654
| +704% | +$2.63M | 0.04% | 278 |
|
|
2023
Q3 | $395K | Buy |
1,940
+63
| +3% | +$12.8K | 0.01% | 586 |
|
|
2023
Q2 | $371K | Sell |
1,877
-139
| -7% | -$27.5K | 0.01% | 611 |
|
|
2023
Q1 | $371K | Buy |
2,016
+269
| +15% | +$49.4K | 0.01% | 547 |
|
|
2022
Q4 | $282K | Buy |
1,747
+479
| +38% | +$77.3K | 0.01% | 606 |
|
|
2022
Q3 | $209K | Sell |
1,268
-59
| -4% | -$9.73K | 0.01% | 483 |
|
|
2022
Q2 | $263K | Buy |
1,327
+309
| +30% | +$61.2K | 0.01% | 479 |
|
|
2022
Q1 | $216K | Buy |
1,018
+105
| +12% | +$22.3K | 0.01% | 602 |
|
|
2021
Q4 | $233K | Buy |
+913
| New | +$233K | 0.01% | 516 |
|
|
2021
Q3 | – | Sell |
-972
| Closed | -$302K | – | 444 |
|
|
2021
Q2 | $302K | Buy |
972
+96
| +11% | +$29.8K | 0.01% | 376 |
|
|
2021
Q1 | $229K | Sell |
876
-70
| -7% | -$18.3K | 0.01% | 395 |
|
|
2020
Q4 | $258K | Buy |
946
+80
| +9% | +$21.8K | 0.01% | 346 |
|
|
2020
Q3 | $244K | Buy |
+866
| New | +$244K | 0.01% | 334 |
|