Wendell David Associates’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 | $5.58M | Buy |
19,391
+1,522
| +9% | +$438K | 0.56% | 41 |
|
|
2025
Q1 | $4.14M | Buy |
17,869
+6,556
| +58% | +$1.52M | 0.41% | 52 |
|
|
2024
Q4 | $2.38M | Buy |
11,313
+10,237
| +951% | +$2.15M | 0.24% | 67 |
|
|
2024
Q3 | $226K | Buy |
+1,076
| New | +$226K | 0.02% | 151 |
|
|
2022
Q1 | – | Sell |
-889
| Closed | -$227K | – | 154 |
|
|
2021
Q4 | $227K | Hold |
889
| – | – | 0.02% | 151 |
|
|
2021
Q3 | $256K | Hold |
889
| – | – | 0.03% | 142 |
|
|
2021
Q2 | $276K | Buy |
889
+20
| +2% | +$6.21K | 0.03% | 140 |
|
|
2021
Q1 | $227K | Sell |
869
-1
| -0.1% | -$261 | 0.03% | 142 |
|
|
2020
Q4 | $237K | Hold |
870
| – | – | 0.03% | 137 |
|
|
2020
Q3 | $245K | Hold |
870
| – | – | 0.03% | 133 |
|
|
2020
Q2 | $204K | Buy |
+870
| New | +$204K | 0.03% | 139 |
|