CM Wealth Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,506
| Closed | -$309K | – | 175 |
|
|
2024
Q1 | $309K | Buy |
+1,506
| New | +$309K | 0.09% | 133 |
|
|
2023
Q3 | – | Sell |
-1,477
| Closed | -$298K | – | 170 |
|
|
2023
Q2 | $298K | Sell |
1,477
-13,005
| -90% | -$2.62M | 0.1% | 104 |
|
|
2023
Q1 | $2.56M | Buy |
+14,482
| New | +$2.56M | 0.5% | 30 |
|