SkyOak Wealth’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $583K | Sell |
3,320
-500
| -13% | -$98.2K | 0.11% | 117 |
|
|
2025
Q4 | $853K | Hold |
3,820
| – | – | 0.15% | 92 |
|
|
2025
Q3 | $1.14M | Hold |
3,820
| – | – | 0.21% | 78 |
|
|
2025
Q2 | $1.1M | Hold |
3,820
| – | – | 0.22% | 78 |
|
|
2025
Q1 | $885K | Hold |
3,820
| – | – | 0.19% | 83 |
|
|
2024
Q4 | $803K | Sell |
3,820
-255
| -6% | -$56.1K | 0.17% | 83 |
|
|
2024
Q3 | $855K | Hold |
4,075
| – | – | 0.19% | 79 |
|
|
2024
Q2 | $746K | Hold |
4,075
| – | – | 0.17% | 88 |
|
|
2024
Q1 | $944K | Hold |
4,075
| – | – | 0.23% | 80 |
|
|
2023
Q4 | $785K | Hold |
4,075
| – | – | 0.2% | 87 |
|
|
2023
Q3 | $829K | Hold |
4,075
| – | – | 0.24% | 82 |
|
|
2023
Q2 | $806K | Sell |
4,075
-331
| -8% | -$60.4K | 0.23% | 84 |
|
|
2023
Q1 | $810K | Buy |
4,406
+202
| +5% | +$34.5K | 0.25% | 86 |
|
|
2022
Q4 | $678K | Hold |
4,204
| – | – | 0.23% | 94 |
|
|
2022
Q3 | $693K | Buy |
4,204
+375
| +10% | +$74.9K | 0.25% | 88 |
|
|
2022
Q2 | $758K | Sell |
3,829
-318
| -8% | -$58.5K | 0.26% | 90 |
|
|
2022
Q1 | $881K | Hold |
4,147
| – | – | 0.24% | 92 |
|
|
2021
Q4 | $1.06M | Sell |
4,147
-658
| -14% | -$191K | 0.27% | 86 |
|
|
2021
Q3 | $1.39M | Buy |
4,805
+574
| +14% | +$182K | 0.37% | 70 |
|
|
2021
Q2 | $1.32M | Sell |
4,231
-700
| -14% | -$195K | 0.35% | 71 |
|
|
2021
Q1 | $1.41M | Buy |
4,931
+348
| +8% | +$97K | 0.39% | 70 |
|
|
2020
Q4 | $1.25M | Sell |
4,583
-335
| -7% | -$93.9K | 0.39% | 71 |
|
|
2020
Q3 | $1.38M | Sell |
4,918
-2,906
| -37% | -$766K | 0.5% | 65 |
|
|
2020
Q2 | $1.83M | Sell |
7,824
-405
| -5% | -$80.3K | 0.68% | 40 |
|
|
2020
Q1 | $1.29M | Sell |
8,229
-11,484
| -58% | -$1.68M | 0.66% | 42 |
|
|
2019
Q4 | $2.77M | Buy |
+19,713
| New | +$2.9M | 0.86% | 30 |
|
Other funds holding VEEV
VPM
VCM
LP
