CWS
Confluence Wealth Services’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
1,041
+8
| +0.8% | +$2.3K | 0.02% | 308 |
|
|
2025
Q1 | $228K | Sell |
1,033
-36
| -3% | -$7.94K | 0.01% | 319 |
|
|
2024
Q4 | $238K | Buy |
1,069
+72
| +7% | +$16.1K | 0.02% | 301 |
|
|
2024
Q3 | $209K | Buy |
+997
| New | +$209K | 0.02% | 332 |
|
|
2022
Q1 | – | Sell |
-278
| Closed | -$71K | – | 1121 |
|
|
2021
Q4 | $71K | Buy |
+278
| New | +$71K | 0.02% | 386 |
|