Taylor Hoffman Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $207K | Hold |
1,141
| – | – | 0.08% | 108 |
|
|
2024
Q1 | $264K | Hold |
1,141
| – | – | 0.11% | 96 |
|
|
2023
Q4 | $220K | Sell |
1,141
-321
| -22% | -$61.8K | 0.1% | 105 |
|
|
2023
Q3 | $297K | Hold |
1,462
| – | – | 0.15% | 87 |
|
|
2023
Q2 | $289K | Hold |
1,462
| – | – | 0.14% | 92 |
|
|
2023
Q1 | $269K | Hold |
1,462
| – | – | 0.15% | 95 |
|
|
2022
Q4 | $236K | Sell |
1,462
-320
| -18% | -$51.6K | 0.14% | 97 |
|
|
2022
Q3 | $294K | Hold |
1,782
| – | – | 0.15% | 107 |
|
|
2022
Q2 | $364K | Hold |
1,782
| – | – | 0.18% | 99 |
|
|
2022
Q1 | $379K | Hold |
1,782
| – | – | 0.15% | 104 |
|
|
2021
Q4 | $455K | Hold |
1,782
| – | – | 0.17% | 95 |
|
|
2021
Q3 | $512K | Hold |
1,782
| – | – | 0.22% | 88 |
|
|
2021
Q2 | $554K | Sell |
1,782
-192
| -10% | -$59.7K | 0.24% | 85 |
|
|
2021
Q1 | $516K | Sell |
1,974
-525
| -21% | -$137K | 0.24% | 84 |
|
|
2020
Q4 | $680K | Hold |
2,499
| – | – | 0.35% | 76 |
|
|
2020
Q3 | $703K | Sell |
2,499
-74
| -3% | -$20.8K | 0.41% | 73 |
|
|
2020
Q2 | $603K | Buy |
2,573
+641
| +33% | +$150K | 0.38% | 77 |
|
|
2020
Q1 | $302K | Sell |
1,932
-647
| -25% | -$101K | 0.29% | 87 |
|
|
2019
Q4 | $363K | Hold |
2,579
| – | – | 0.23% | 90 |
|
|
2019
Q3 | $394K | Buy |
2,579
+641
| +33% | +$97.9K | 0.28% | 82 |
|
|
2019
Q2 | $314K | Sell |
1,938
-641
| -25% | -$104K | 0.25% | 89 |
|
|
2019
Q1 | $327K | Buy |
2,579
+835
| +48% | +$106K | 0.24% | 96 |
|
|
2018
Q4 | $156K | Buy |
1,744
+689
| +65% | +$61.6K | 0.14% | 108 |
|
|
2018
Q3 | $115K | Hold |
1,055
| – | – | 0.09% | 125 |
|
|
2018
Q2 | $81K | Hold |
1,055
| – | – | 0.07% | 141 |
|
|
2018
Q1 | $77K | Hold |
1,055
| – | – | 0.07% | 150 |
|
|
2017
Q4 | $58K | Buy |
+1,055
| New | +$58K | 0.06% | 176 |
|