United Capital Financial Advisors’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 | $391K | Buy |
1,359
+102
| +8% | +$29.4K | ﹤0.01% | 838 |
|
|
2025
Q1 | $291K | Buy |
1,257
+154
| +14% | +$35.7K | ﹤0.01% | 890 |
|
|
2024
Q4 | $232K | Sell |
1,103
-185
| -14% | -$38.9K | ﹤0.01% | 965 |
|
|
2024
Q3 | $270K | Buy |
1,288
+172
| +15% | +$36.1K | ﹤0.01% | 913 |
|
|
2024
Q2 | $204K | Sell |
1,116
-91
| -8% | -$16.7K | ﹤0.01% | 969 |
|
|
2024
Q1 | $280K | Buy |
1,207
+33
| +3% | +$7.65K | ﹤0.01% | 898 |
|
|
2023
Q4 | $226K | Buy |
+1,174
| New | +$226K | ﹤0.01% | 960 |
|
|
2022
Q1 | – | Sell |
-833
| Closed | -$213K | – | 1225 |
|
|
2021
Q4 | $213K | Sell |
833
-24
| -3% | -$6.14K | ﹤0.01% | 1127 |
|
|
2021
Q3 | $247K | Buy |
857
+49
| +6% | +$14.1K | ﹤0.01% | 1073 |
|
|
2021
Q2 | $251K | Sell |
808
-50
| -6% | -$15.5K | ﹤0.01% | 1067 |
|
|
2021
Q1 | $224K | Buy |
858
+2
| +0.2% | +$522 | ﹤0.01% | 1081 |
|
|
2020
Q4 | $233K | Sell |
856
-507
| -37% | -$138K | ﹤0.01% | 1074 |
|
|
2020
Q3 | $383K | Sell |
1,363
-368
| -21% | -$103K | ﹤0.01% | 891 |
|
|
2020
Q2 | $406K | Sell |
1,731
-208
| -11% | -$48.8K | ﹤0.01% | 930 |
|
|
2020
Q1 | $303K | Buy |
1,939
+110
| +6% | +$17.2K | ﹤0.01% | 963 |
|
|
2019
Q4 | $257K | Buy |
+1,829
| New | +$257K | ﹤0.01% | 1184 |
|
|
2019
Q3 | – | Sell |
-26,778
| Closed | -$4.34M | – | 1464 |
|
|
2019
Q2 | $4.34M | Sell |
26,778
-1,128
| -4% | -$183K | 0.03% | 446 |
|
|
2019
Q1 | $3.54M | Buy |
27,906
+3,972
| +17% | +$504K | 0.02% | 471 |
|
|
2018
Q4 | $2.14M | Buy |
+23,934
| New | +$2.14M | 0.02% | 542 |
|