Mark Sheptoff Financial Planning, LLC Veeva Systems Inc Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Veeva Systems Inc stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 26,697 shares of VEEV stock, worth $5.96 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares

26,697

Previous 27,532 3.03%

Holding current value

$5.96 Million

Previous $5.04 Million 11.21%

% of portfolio

3.02%

Previous 2.86%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$180.43 - $223.9 $150,659 - $186,956	-835 Reduced 3.03%	26,697 $5.6 Million
Q2 2024 Aug 12, 2024	SELL	$171.41 - $230.39 $111,416 - $149,753	-650 Reduced 2.31%	27,532 $5.04 Million
Q1 2024 May 10, 2024	BUY	$185.19 - $234.79 $55,557 - $70,437	300 Added 1.08%	28,182 $6.53 Million
Q4 2023 Feb 09, 2024	SELL	$165.08 - $216.72 $14,031 - $18,421	-85 Reduced 0.3%	27,882 $5.37 Million
Q3 2023 Nov 09, 2023	SELL	$186.39 - $224.9 $18,639 - $22,490	-100 Reduced 0.36%	27,967 $5.69 Million
Q2 2023 Aug 10, 2023	SELL	$162.6 - $202.68 $12,195 - $15,201	-75 Reduced 0.27%	28,067 $5.55 Million
Q4 2022 Feb 14, 2023	SELL	$151.1 - $191.66 $18,132 - $22,999	-120 Reduced 0.42%	28,142 $4.54 Million
Q3 2022 Nov 08, 2022	SELL	$157.99 - $231.91 $33,967 - $49,860	-215 Reduced 0.75%	28,262 $4.66 Million
Q2 2022 Aug 11, 2022	SELL	$153.1 - $216.76 $107,935 - $152,815	-705 Reduced 2.42%	28,477 $5.64 Million
Q1 2022 May 12, 2022	SELL	$170.79 - $256.31 $29,888 - $44,854	-175 Reduced 0.6%	29,182 $6.2 Million
Q4 2021 Feb 11, 2022	BUY	$249.49 - $325.25 $97,301 - $126,847	390 Added 1.35%	29,357 $7.5 Million
Q3 2021 Nov 10, 2021	SELL	$282.94 - $341.0 $228,615 - $275,528	-808 Reduced 2.71%	28,967 $8.35 Million
Q2 2021 Aug 12, 2021	SELL	$245.66 - $320.13 $12,283 - $16,006	-50 Reduced 0.17%	29,775 $9.26 Million
Q1 2021 May 11, 2021	SELL	$241.17 - $318.09 $223,082 - $294,233	-925 Reduced 3.01%	29,825 $7.79 Million
Q4 2020 Feb 11, 2021	BUY	$258.87 - $308.55 $122,963 - $146,561	475 Added 1.57%	30,750 $8.37 Million
Q3 2020 Nov 12, 2020	SELL	$240.77 - $297.07 $114,365 - $141,108	-475 Reduced 1.54%	30,275 $8.51 Million
Q2 2020 Aug 10, 2020	SELL	$150.11 - $239.1 $217,659 - $346,695	-1,450 Reduced 4.5%	30,750 $7.21 Million
Q1 2020 May 07, 2020	BUY	$120.93 - $164.97 $96,744 - $131,976	800 Added 2.55%	32,200 $5.04 Million
Q4 2019 Feb 10, 2020	BUY	$139.77 - $159.23 $111,816 - $127,383	800 Added 2.61%	31,400 $4.42 Million
Q3 2019 Nov 12, 2019	BUY	$139.82 - $175.65 $20,973 - $26,347	150 Added 0.49%	30,600 $4.67 Million
Q2 2019 Aug 12, 2019	BUY	$126.76 - $171.15 $202,816 - $273,840	1,600 Added 5.55%	30,450 $4.94 Million
Q1 2019 May 10, 2019	BUY	$84.89 - $128.62 $157,046 - $237,947	1,850 Added 6.85%	28,850 $3.66 Million
Q4 2018 Feb 11, 2019	BUY	$80.01 - $105.2 $32,004 - $42,080	400 Added 1.5%	27,000 $2.41 Million
Q2 2018 Aug 09, 2018	BUY	$69.42 - $84.53 $34,710 - $42,265	500 Added 1.92%	26,600 $2.04 Million
Q1 2018 May 08, 2018	BUY	$54.32 - $77.88 $40,740 - $58,410	750 Added 2.96%	26,100 $1.91 Million
Q4 2017 Feb 09, 2018	BUY	$54.0 - $62.97 $13,500 - $15,742	250 Added 1.0%	25,350 $1.4 Million
Q3 2017 Nov 09, 2017	BUY	$54.35 - $65.57 $1.36 Million - $1.65 Million	25,100	25,100 $1.42 Million

Others Institutions Holding VEEV

# of Institutions

1,037

Shares Held

122M

Call Options Held

1.01M

Put Options Held

1.13M

View Full List

About VEEVA SYSTEMS INC

Ticker VEEV
Exchange NYSE
Sector Healthcare
Industry Health Information Services
Shares Outstandng 140,516,000
Market Cap $31.4B
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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Mark Sheptoff Financial Planning, LLC Veeva Systems Inc Transaction History