Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Sell |
9,379
-201
| -2% | -$57.9K | 0.03% | 167 |
|
|
2025
Q1 | $2.22M | Sell |
9,580
-1,280
| -12% | -$296K | 0.03% | 177 |
|
|
2024
Q4 | $2.28M | Sell |
10,860
-41,714
| -79% | -$8.77M | 0.03% | 179 |
|
|
2024
Q3 | $11M | Sell |
52,574
-11,751
| -18% | -$2.47M | 0.13% | 104 |
|
|
2024
Q2 | $11.8M | Buy |
64,325
+6,793
| +12% | +$1.24M | 0.15% | 97 |
|
|
2024
Q1 | $13.3M | Buy |
57,532
+848
| +1% | +$196K | 0.17% | 87 |
|
|
2023
Q4 | $10.9M | Sell |
56,684
-5,967
| -10% | -$1.15M | 0.15% | 96 |
|
|
2023
Q3 | $12.7M | Buy |
62,651
+953
| +2% | +$194K | 0.2% | 83 |
|
|
2023
Q2 | $12.2M | Buy |
61,698
+935
| +2% | +$185K | 0.18% | 89 |
|
|
2023
Q1 | $11.2M | Sell |
60,763
-1,280
| -2% | -$235K | 0.17% | 95 |
|
|
2022
Q4 | $10M | Sell |
62,043
-1,327
| -2% | -$214K | 0.17% | 99 |
|
|
2022
Q3 | $10.4M | Sell |
63,370
-850
| -1% | -$140K | 0.18% | 92 |
|
|
2022
Q2 | $12.7M | Sell |
64,220
-7,161
| -10% | -$1.42M | 0.21% | 85 |
|
|
2022
Q1 | $15.2M | Sell |
71,381
-4,262
| -6% | -$906K | 0.21% | 80 |
|
|
2021
Q4 | $19.3M | Buy |
75,643
+134
| +0.2% | +$34.2K | 0.24% | 75 |
|
|
2021
Q3 | $21.8M | Sell |
75,509
-18
| -0% | -$5.19K | 0.3% | 64 |
|
|
2021
Q2 | $23.5M | Buy |
75,527
+1,291
| +2% | +$401K | 0.33% | 61 |
|
|
2021
Q1 | $19.4M | Sell |
74,236
-965
| -1% | -$252K | 0.3% | 63 |
|
|
2020
Q4 | $20.5M | Buy |
75,201
+5,870
| +8% | +$1.6M | 0.33% | 60 |
|
|
2020
Q3 | $19.5M | Sell |
69,331
-1,519
| -2% | -$427K | 0.36% | 58 |
|
|
2020
Q2 | $16.6M | Buy |
70,850
+5,357
| +8% | +$1.26M | 0.34% | 61 |
|
|
2020
Q1 | $10.2M | Sell |
65,493
-22,614
| -26% | -$3.54M | 0.27% | 69 |
|
|
2019
Q4 | $12.4M | Sell |
88,107
-531
| -0.6% | -$74.7K | 0.24% | 79 |
|
|
2019
Q3 | $13.5M | Buy |
+88,638
| New | +$13.5M | 0.28% | 73 |
|