Steward Partners Investment Advisory’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
$2.46M Buy
8,546
+746
+10% +$215K 0.02% 645
2025
Q1
$1.81M Buy
7,800
+1,133
+17% +$262K 0.02% 688
2024
Q4
$1.4M Sell
6,667
-35
-0.5% -$7.36K 0.01% 749
2024
Q3
$1.41M Buy
6,702
+15
+0.2% +$3.15K 0.01% 744
2024
Q2
$1.22M Sell
6,687
-4,057
-38% -$742K 0.01% 746
2024
Q1
$2.49M Buy
10,744
+10,060
+1,471% +$2.33M 0.03% 510
2023
Q4
$132K Sell
684
-79
-10% -$15.2K ﹤0.01% 1558
2023
Q3
$155K Buy
763
+141
+23% +$28.7K ﹤0.01% 1397
2023
Q2
$123K Buy
622
+125
+25% +$24.7K ﹤0.01% 1483
2023
Q1
$91.3K Sell
497
-45
-8% -$8.27K ﹤0.01% 1623
2022
Q4
$87.5K Sell
542
-7
-1% -$1.13K ﹤0.01% 1603
2022
Q3
$91K Buy
549
+41
+8% +$6.8K ﹤0.01% 1536
2022
Q2
$101K Sell
508
-8,514
-94% -$1.69M ﹤0.01% 1485
2022
Q1
$1.92M Sell
9,022
-3,721
-29% -$791K 0.03% 486
2021
Q4
$3.26M Buy
12,743
+6,409
+101% +$1.64M 0.05% 355
2021
Q3
$1.83M Buy
6,334
+710
+13% +$205K 0.03% 476
2021
Q2
$1.75M Buy
5,624
+2,641
+89% +$821K 0.03% 484
2021
Q1
$779K Sell
2,983
-1,812
-38% -$473K 0.01% 732
2020
Q4
$1.31M Sell
4,795
-103
-2% -$28K 0.03% 479
2020
Q3
$1.38M Sell
4,898
-1,486
-23% -$418K 0.03% 401
2020
Q2
$1.5M Buy
6,384
+5,532
+649% +$1.3M 0.04% 359
2020
Q1
$133K Buy
852
+81
+11% +$12.6K ﹤0.01% 907
2019
Q4
$108K Buy
771
+381
+98% +$53.4K ﹤0.01% 1107
2019
Q3
$59K Buy
390
+30
+8% +$4.54K ﹤0.01% 1289
2019
Q2
$58K Buy
+360
New +$58K ﹤0.01% 1286
2018
Q4
Sell
-200
Closed -$22K 2104
2018
Q3
$22K Buy
+200
New +$22K ﹤0.01% 1521
2018
Q1
Sell
-152
Closed -$8K 2344
2017
Q4
$8K Hold
152
﹤0.01% 1412
2017
Q3
$8K Buy
152
+100
+192% +$5.26K ﹤0.01% 1181
2017
Q2
$3K Hold
52
﹤0.01% 1362
2017
Q1
$2K Buy
+52
New +$2K ﹤0.01% 1334