CWMU
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Caliber Wealth Management (Utah)’s Veeva Systems VEEV Stock Holding History

Caliber Wealth Management (Utah)’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
2022
Q4 		– Sell
-1,249
Closed -$206K – 99
2022
Q3 		$206K Hold
1,249
– – 0.16% 64
2022
Q2 		$247K Hold
1,249
– – 0.19% 60
2022
Q1 		$265K Sell
1,249
-67
-5% -$14.5K 0.17% 59
2021
Q4 		$295K Sell
1,316
-3,811
-74% -$1.11M 0.2% 63
2021
Q3 		$1.59M Buy
5,127
+428
+9% +$136K 1.12% 45
2021
Q2 		$1.46M Buy
4,699
+267
+6% +$74.4K 1.03% 38
2021
Q1 		$1.16M Buy
4,432
+3,190
+257% +$889K 0.84% 44
2020
Q4 		$338K Buy
+1,242
New +$348K 0.33% 62

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