Walkner Condon 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
Q1 | – | Sell |
-8,059
| Closed | -$1.69M | – | 302 |
|
|
2024
Q4 | $1.69M | Buy |
8,059
+8
| +0.1% | +$1.68K | 0.34% | 65 |
|
|
2024
Q3 | $1.69M | Buy |
8,051
+8
| +0.1% | +$1.68K | 0.34% | 66 |
|
|
2024
Q2 | $1.47M | Sell |
8,043
-5
| -0.1% | -$914 | 0.32% | 71 |
|
|
2024
Q1 | $1.86M | Buy |
8,048
+8
| +0.1% | +$1.85K | 0.4% | 63 |
|
|
2023
Q4 | $1.55M | Sell |
8,040
-3
| -0% | -$578 | 0.35% | 73 |
|
|
2023
Q3 | $1.64M | Buy |
8,043
+15
| +0.2% | +$3.05K | 0.43% | 61 |
|
|
2023
Q2 | $1.59M | Buy |
8,028
+7
| +0.1% | +$1.38K | 0.42% | 58 |
|
|
2023
Q1 | $1.47M | Hold |
8,021
| – | – | 0.41% | 57 |
|
|
2022
Q4 | $1.29M | Hold |
8,021
| – | – | 0.39% | 59 |
|
|
2022
Q3 | $1.32M | Hold |
8,021
| – | – | 0.43% | 55 |
|
|
2022
Q2 | $1.59M | Hold |
8,021
| – | – | 0.5% | 47 |
|
|
2022
Q1 | $1.7M | Hold |
8,021
| – | – | 0.48% | 50 |
|
|
2021
Q4 | $2.05M | Sell |
8,021
-6
| -0.1% | -$1.53K | 1.33% | 21 |
|
|
2021
Q3 | $2.31M | Buy |
8,027
+13
| +0.2% | +$3.74K | 1.14% | 25 |
|
|
2021
Q2 | $2.49M | Buy |
+8,014
| New | +$2.49M | 0.91% | 28 |
|