Carson Wealth (CWM LLC)’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.99M | Buy |
27,745
+18,960
| +216% | +$5.46M | 0.03% | 447 |
|
|
2025
Q1 | $2.04M | Buy |
8,785
+676
| +8% | +$157K | 0.01% | 826 |
|
|
2024
Q4 | $1.71M | Buy |
8,109
+1,339
| +20% | +$282K | 0.01% | 844 |
|
|
2024
Q3 | $1.42M | Buy |
6,770
+2,574
| +61% | +$540K | 0.01% | 846 |
|
|
2024
Q2 | $768K | Buy |
4,196
+1,230
| +41% | +$225K | ﹤0.01% | 1032 |
|
|
2024
Q1 | $687K | Buy |
2,966
+976
| +49% | +$226K | ﹤0.01% | 1005 |
|
|
2023
Q4 | $383K | Buy |
1,990
+130
| +7% | +$25K | ﹤0.01% | 1160 |
|
|
2023
Q3 | $378K | Buy |
1,860
+122
| +7% | +$24.8K | ﹤0.01% | 1071 |
|
|
2023
Q2 | $344K | Sell |
1,738
-9
| -0.5% | -$1.78K | ﹤0.01% | 1059 |
|
|
2023
Q1 | $321K | Buy |
1,747
+140
| +9% | +$25.7K | ﹤0.01% | 1034 |
|
|
2022
Q4 | $259K | Sell |
1,607
-263
| -14% | -$42.4K | ﹤0.01% | 1008 |
|
|
2022
Q3 | $308K | Buy |
1,870
+490
| +36% | +$80.7K | ﹤0.01% | 907 |
|
|
2022
Q2 | $273K | Buy |
1,380
+324
| +31% | +$64.1K | ﹤0.01% | 924 |
|
|
2022
Q1 | $224K | Buy |
1,056
+196
| +23% | +$41.6K | ﹤0.01% | 995 |
|
|
2021
Q4 | $220K | Buy |
+860
| New | +$220K | ﹤0.01% | 985 |
|
|
2021
Q2 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2021
Q1 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2020
Q4 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2020
Q3 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2020
Q2 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2020
Q1 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2019
Q4 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2019
Q3 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2019
Q2 | $18K | Hold |
58
| – | – | ﹤0.01% | 1842 |
|
|
2019
Q1 | $18K | Sell |
58
-56
| -49% | -$17.4K | ﹤0.01% | 1842 |
|
|
2018
Q4 | $10K | Buy |
114
+28
| +33% | +$2.46K | ﹤0.01% | 1339 |
|
|
2018
Q3 | $9K | Hold |
86
| – | – | ﹤0.01% | 1201 |
|
|
2018
Q2 | $7K | Hold |
86
| – | – | ﹤0.01% | 1116 |
|
|
2018
Q1 | $6K | Hold |
86
| – | – | ﹤0.01% | 983 |
|
|
2017
Q4 | $5K | Hold |
86
| – | – | ﹤0.01% | 1105 |
|
|
2017
Q3 | $5K | Buy |
+86
| New | +$5K | ﹤0.01% | 1101 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$5K | – | 1320 |
|
|
2017
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 877 |
|