Ep Wealth Advisors, LLC Veeva Systems Inc Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Veeva Systems Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,707 shares of VEEV stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,707

Previous 2,265 63.66%

Holding current value

$1.09 Million

Previous $524,000 103.63%

% of portfolio

0.01%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$209.39 - $289.94 $301,940 - $418,093	1,442 Added 63.66%	3,707 $1.07 Million
Q1 2025 May 15, 2025	SELL	$210.58 - $246.8 $60,015 - $70,338	-285 Reduced 11.18%	2,265 $524,000
Q4 2024 Feb 13, 2025	SELL	$201.81 - $250.45 $243,786 - $302,543	-1,208 Reduced 32.14%	2,550 $536,000
Q3 2024 Nov 14, 2024	BUY	$180.43 - $223.9 $678,055 - $841,416	3,758 New	3,758 $788,000
Q1 2024 May 14, 2024	SELL	$185.19 - $234.79 $21,111 - $26,766	-114 Reduced 10.85%	937 $217,000
Q4 2023 Feb 28, 2024	BUY	$165.08 - $216.72 $173,499 - $227,772	1,051 New	1,051 $202,000
Q2 2022 Aug 11, 2022	SELL	$153.1 - $216.76 $28,170 - $39,883	-184 Reduced 1.82%	9,899 $1.96 Million
Q1 2022 May 20, 2022	BUY	$170.79 - $256.31 $1.72 Million - $2.58 Million	10,083 New	10,083 $2.14 Million
Q4 2021 Feb 17, 2022	SELL	$249.49 - $325.25 $178,634 - $232,879	-716 Closed	0 $0
Q3 2021 Nov 23, 2021	SELL	$282.94 - $341.0 $7.83 Million - $9.44 Million	-27,691 Reduced 97.48%	716 $206,000
Q3 2021 Nov 16, 2021	BUY	$282.94 - $341.0 $7.79 Million - $9.38 Million	27,518 Added 3095.39%	28,407 $206,000
Q2 2021 Aug 24, 2021	BUY	$245.66 - $320.13 $218,391 - $284,595	889 New	889 $276,000

Others Institutions Holding VEEV

# of Institutions

1,254

Shares Held

134M

Call Options Held

1.65M

Put Options Held

858K

View Full List

About VEEVA SYSTEMS INC

Ticker VEEV
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 140,516,000
Market Cap $41.2B
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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Ep Wealth Advisors, LLC Veeva Systems Inc Transaction History