BWM
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BerganKDV Wealth Management’s Veeva Systems VEEV Stock Holding History

BerganKDV Wealth Management’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$989 Sell
5
-1
-17% -$182 ﹤0.01% 756
2023
Q1 		$1.1K Hold
6
– – ﹤0.01% 891
2022
Q4 		$968 Buy
6
+1
+20% +$171 ﹤0.01% 883
2022
Q3 		$1K Hold
5
– – ﹤0.01% 937
2022
Q2 		$1K Hold
5
– – ﹤0.01% 944
2022
Q1 		$1K Sell
5
-16
-76% -$3.47K ﹤0.01% 968
2021
Q4 		$5K Buy
21
+16
+320% +$4.65K ﹤0.01% 788
2021
Q3 		$1K Hold
5
– – ﹤0.01% 1007
2021
Q2 		$2K Hold
5
– – ﹤0.01% 854
2021
Q1 		$1K Hold
5
– – ﹤0.01% 901
2020
Q4 		$1K Hold
5
– – ﹤0.01% 907
2020
Q3 		$1K Hold
5
– – ﹤0.01% 873
2020
Q2 		$1K Buy
+5
New +$992 ﹤0.01% 912

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N
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