Shepherd Financial Partners’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 | Buy |
+1,042
| New | +$300K | 0.03% | 198 |
|
|
2025
Q1 | – | Sell |
-3,868
| Closed | -$813K | – | 238 |
|
|
2024
Q4 | $813K | Buy |
3,868
+116
| +3% | +$24.4K | 0.1% | 110 |
|
|
2024
Q3 | $787K | Buy |
3,752
+62
| +2% | +$13K | 0.09% | 114 |
|
|
2024
Q2 | $675K | Buy |
3,690
+25
| +0.7% | +$4.58K | 0.09% | 123 |
|
|
2024
Q1 | $849K | Sell |
3,665
-15
| -0.4% | -$3.48K | 0.11% | 111 |
|
|
2023
Q4 | $708K | Sell |
3,680
-5
| -0.1% | -$963 | 0.1% | 117 |
|
|
2023
Q3 | $750K | Sell |
3,685
-48
| -1% | -$9.77K | 0.12% | 104 |
|
|
2023
Q2 | $738K | Hold |
3,733
| – | – | 0.11% | 106 |
|
|
2023
Q1 | $686K | Sell |
3,733
-65
| -2% | -$11.9K | 0.11% | 105 |
|
|
2022
Q4 | $613K | Sell |
3,798
-1
| -0% | -$161 | 0.11% | 108 |
|
|
2022
Q3 | $626K | Sell |
3,799
-29
| -0.8% | -$4.78K | 0.12% | 101 |
|
|
2022
Q2 | $758K | Sell |
3,828
-45
| -1% | -$8.91K | 0.15% | 91 |
|
|
2022
Q1 | $820K | Sell |
3,873
-2,619
| -40% | -$555K | 0.15% | 97 |
|
|
2021
Q4 | $1.66M | Buy |
6,492
+176
| +3% | +$45K | 0.29% | 66 |
|
|
2021
Q3 | $1.82M | Buy |
6,316
+3
| +0% | +$865 | 0.35% | 58 |
|
|
2021
Q2 | $1.96M | Buy |
6,313
+12
| +0.2% | +$3.73K | 0.37% | 54 |
|
|
2021
Q1 | $1.65M | Buy |
6,301
+129
| +2% | +$33.7K | 0.36% | 61 |
|
|
2020
Q4 | $1.68M | Buy |
6,172
+47
| +0.8% | +$12.8K | 0.38% | 62 |
|
|
2020
Q3 | $1.72M | Buy |
6,125
+91
| +2% | +$25.6K | 0.41% | 50 |
|
|
2020
Q2 | $1.41M | Buy |
6,034
+45
| +0.8% | +$10.5K | 0.38% | 48 |
|
|
2020
Q1 | $938K | Buy |
5,989
+2,896
| +94% | +$454K | 0.32% | 50 |
|
|
2019
Q4 | $434K | Buy |
3,093
+198
| +7% | +$27.8K | 0.1% | 96 |
|
|
2019
Q3 | $442K | Hold |
2,895
| – | – | 0.11% | 91 |
|
|
2019
Q2 | $469K | Buy |
2,895
+23
| +0.8% | +$3.73K | 0.09% | 94 |
|
|
2019
Q1 | $364K | Buy |
2,872
+119
| +4% | +$15.1K | 0.07% | 99 |
|
|
2018
Q4 | $246K | Buy |
+2,753
| New | +$246K | 0.05% | 115 |
|