Congress Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $411K | Sell |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $9.39M | Buy |
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|
2023
Q2 | $8.77M | Buy |
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|
2023
Q1 | $7.85M | Buy |
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|
2022
Q4 | $4.45M | Sell |
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|
2022
Q3 | $5.31M | Buy |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $427K | Sell |
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|
2021
Q4 | $523K | Buy |
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