Axxcess Wealth Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
1,358
+78
| +6% | +$22.5K | 0.01% | 646 |
|
|
2025
Q1 | $296K | Buy |
1,280
+2
| +0.2% | +$463 | 0.01% | 684 |
|
|
2024
Q4 | $269K | Sell |
1,278
-26
| -2% | -$5.47K | 0.01% | 705 |
|
|
2024
Q3 | $274K | Buy |
1,304
+7
| +0.5% | +$1.47K | 0.01% | 718 |
|
|
2024
Q2 | $237K | Buy |
1,297
+18
| +1% | +$3.29K | 0.01% | 730 |
|
|
2024
Q1 | $296K | Sell |
1,279
-1,477
| -54% | -$342K | 0.01% | 667 |
|
|
2023
Q4 | $531K | Buy |
+2,756
| New | +$531K | 0.02% | 497 |
|
|
2022
Q2 | – | Sell |
-1,044
| Closed | -$222K | – | 672 |
|
|
2022
Q1 | $222K | Buy |
1,044
+73
| +8% | +$15.5K | 0.02% | 548 |
|
|
2021
Q4 | $248K | Buy |
+971
| New | +$248K | 0.02% | 532 |
|