BerganKDV Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $989 | Sell |
5
-1
| -17% | -$198 | ﹤0.01% | 756 |
|
|
2023
Q1 | $1.1K | Hold |
6
| – | – | ﹤0.01% | 891 |
|
|
2022
Q4 | $968 | Buy |
6
+1
| +20% | +$161 | ﹤0.01% | 883 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 936 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 944 |
|
|
2022
Q1 | $1K | Sell |
5
-16
| -76% | -$3.2K | ﹤0.01% | 968 |
|
|
2021
Q4 | $5K | Buy |
21
+16
| +320% | +$3.81K | ﹤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 | +$1K | ﹤0.01% | 912 |
|