Avitas Wealth Management LLC Veeva Systems Inc Transaction History

Avitas Wealth Management LLC

$651 Million
Q1 2024

A detailed history of Avitas Wealth Management LLC transactions in Veeva Systems Inc stock. As of the latest transaction made, Avitas Wealth Management LLC holds 1,778 shares of VEEV stock, worth $325,818. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,778

Previous 1,795 0.95%

Holding current value

$325,818

Previous $345,000 19.13%

% of portfolio

0.06%

Previous 0.06%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$185.19 - $234.79 $3,148 - $3,991	-17 Reduced 0.95%	1,778 $411,000
Q4 2023 Jan 24, 2024	SELL	$165.08 - $216.72 $1,815 - $2,383	-11 Reduced 0.61%	1,795 $345,000
Q3 2023 Nov 02, 2023	SELL	$186.39 - $224.9 $10,810 - $13,044	-58 Reduced 3.11%	1,806 $367,000
Q2 2023 Jul 18, 2023	SELL	$162.6 - $202.68 $4,552 - $5,675	-28 Reduced 1.48%	1,864 $368,000
Q1 2023 May 15, 2023	SELL	$158.27 - $183.79 $8,863 - $10,292	-56 Reduced 2.87%	1,892 $347,000

Q4 2022 Jan 10, 2023	BUY	$151.1 - $191.66 $604 - $766	4 Added 0.21%	1,948 $0
Q3 2022 Oct 27, 2022	BUY	$157.99 - $231.91 $66,355 - $97,402	420 Added 27.56%	1,944 $321,000
Q2 2022 Jul 29, 2022	SELL	$153.1 - $216.76 $5,970 - $8,453	-39 Reduced 2.5%	1,524 $302,000
Q1 2022 Apr 28, 2022	SELL	$170.79 - $256.31 $320,060 - $480,324	-1,874 Reduced 54.52%	1,563 $332,000
Q4 2021 Jan 26, 2022	BUY	$249.49 - $325.25 $183,125 - $238,733	734 Added 27.16%	3,437 $878,000
Q3 2021 Oct 28, 2021	SELL	$282.94 - $341.0 $11,883 - $14,322	-42 Reduced 1.53%	2,703 $779,000
Q2 2021 Jul 12, 2021	BUY	$245.66 - $320.13 $18,670 - $24,329	76 Added 2.85%	2,745 $854,000
Q1 2021 May 13, 2021	SELL	$241.17 - $318.09 $184,253 - $243,020	-764 Reduced 22.25%	2,669 $697,000
Q4 2020 Feb 26, 2021	BUY	$258.87 - $308.55 $28,475 - $33,940	110 Added 3.31%	3,433 $935,000
Q3 2020 Oct 06, 2020	BUY	$240.77 - $297.07 $40,690 - $50,204	169 Added 5.36%	3,323 $934,000
Q2 2020 Jul 30, 2020	SELL	$150.11 - $239.1 $3,152 - $5,021	-21 Reduced 0.66%	3,154 $739,000
Q1 2020 May 13, 2020	SELL	$120.93 - $164.97 $132,539 - $180,807	-1,096 Reduced 25.66%	3,175 $496,000
Q4 2019 Feb 13, 2020	SELL	$139.77 - $159.23 $838 - $955	-6 Reduced 0.14%	4,271 $601,000
Q3 2019 Oct 18, 2019	BUY	$139.82 - $175.65 $3,215 - $4,039	23 Added 0.54%	4,277 $653,000
Q2 2019 Jul 23, 2019	SELL	$126.76 - $171.15 $14,070 - $18,997	-111 Reduced 2.54%	4,254 $690,000
Q1 2019 May 01, 2019	SELL	$84.89 - $128.62 $23,344 - $35,370	-275 Reduced 5.93%	4,365 $554,000
Q4 2018 Feb 08, 2019	BUY	$80.01 - $105.2 $371,246 - $488,128	4,640 New	4,640 $414,000

Others Institutions Holding VEEV

# of Institutions

962

Shares Held

124M

Call Options Held

1.26M

Put Options Held

1.64M

View Full List

About VEEVA SYSTEMS INC

Ticker VEEV
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 140,516,000
Market Cap $25.7B
Description
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America. The company offers Veeva Commercial Cloud, a suite of software, data, and analytics solutions, which include Veeva customer relationship management (CRM) and Veeva Medical CRM, Ve...

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Avitas Wealth Management LLC Veeva Systems Inc Transaction History