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 |
|