Whittier Trust’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 | $126K | Hold |
436
| – | – | ﹤0.01% | 745 |
|
|
2025
Q1 | $101K | Hold |
436
| – | – | ﹤0.01% | 778 |
|
|
2024
Q4 | $91.7K | Buy |
436
+350
| +407% | +$73.6K | ﹤0.01% | 814 |
|
|
2024
Q3 | $18K | Hold |
86
| – | – | ﹤0.01% | 1129 |
|
|
2024
Q2 | $15.7K | Hold |
86
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q1 | $19.9K | Hold |
86
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q4 | $16.6K | Hold |
86
| – | – | ﹤0.01% | 1135 |
|
|
2023
Q3 | $17.5K | Hold |
86
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q2 | $17K | Sell |
86
-192
| -69% | -$38K | ﹤0.01% | 1159 |
|
|
2023
Q1 | $51.1K | Buy |
278
+116
| +72% | +$21.3K | ﹤0.01% | 959 |
|
|
2022
Q4 | $26.1K | Sell |
162
-4
| -2% | -$645 | ﹤0.01% | 1088 |
|
|
2022
Q3 | $27K | Sell |
166
-5
| -3% | -$813 | ﹤0.01% | 1109 |
|
|
2022
Q2 | $34K | Buy |
171
+4
| +2% | +$795 | ﹤0.01% | 1044 |
|
|
2022
Q1 | $35K | Sell |
167
-256
| -61% | -$53.7K | ﹤0.01% | 1065 |
|
|
2021
Q4 | $108K | Sell |
423
-36
| -8% | -$9.19K | ﹤0.01% | 808 |
|
|
2021
Q3 | $133K | Buy |
459
+5
| +1% | +$1.45K | ﹤0.01% | 718 |
|
|
2021
Q2 | $141K | Buy |
454
+84
| +23% | +$26.1K | ﹤0.01% | 720 |
|
|
2021
Q1 | $97K | Hold |
370
| – | – | ﹤0.01% | 787 |
|
|
2020
Q4 | $101K | Buy |
370
+10
| +3% | +$2.73K | ﹤0.01% | 711 |
|
|
2020
Q3 | $101K | Buy |
360
+26
| +8% | +$7.29K | ﹤0.01% | 701 |
|
|
2020
Q2 | $78K | Hold |
334
| – | – | ﹤0.01% | 718 |
|
|
2020
Q1 | $52K | Sell |
334
-46
| -12% | -$7.16K | ﹤0.01% | 794 |
|
|
2019
Q4 | $53K | Buy |
380
+46
| +14% | +$6.42K | ﹤0.01% | 839 |
|
|
2019
Q3 | $51K | Buy |
334
+258
| +339% | +$39.4K | ﹤0.01% | 834 |
|
|
2019
Q2 | $12K | Hold |
76
| – | – | ﹤0.01% | 1047 |
|
|
2019
Q1 | $10K | Hold |
76
| – | – | ﹤0.01% | 1065 |
|
|
2018
Q4 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 1144 |
|
|
2015
Q1 | – | Sell |
-31,255
| Closed | -$825K | – | 1245 |
|
|
2014
Q4 | $825K | Hold |
31,255
| – | – | 0.04% | 282 |
|
|
2014
Q3 | $880K | Buy |
+31,255
| New | +$880K | 0.04% | 265 |
|