Congress Wealth Management’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
+2,122
| New | +$611K | 0.01% | 860 |
|
|
2024
Q2 | – | Sell |
-1,776
| Closed | -$411K | – | 743 |
|
|
2024
Q1 | $411K | Sell |
1,776
-3
| -0.2% | -$695 | 0.01% | 470 |
|
|
2023
Q4 | $343K | Sell |
1,779
-44,357
| -96% | -$8.54M | 0.01% | 510 |
|
|
2023
Q3 | $9.39M | Buy |
46,136
+1,780
| +4% | +$362K | 0.19% | 148 |
|
|
2023
Q2 | $8.77M | Buy |
44,356
+1,660
| +4% | +$328K | 0.2% | 142 |
|
|
2023
Q1 | $7.85M | Buy |
42,696
+15,133
| +55% | +$2.78M | 0.19% | 147 |
|
|
2022
Q4 | $4.45M | Sell |
27,563
-4,647
| -14% | -$750K | 0.11% | 190 |
|
|
2022
Q3 | $5.31M | Buy |
32,210
+30,174
| +1,482% | +$4.98M | 0.14% | 177 |
|
|
2022
Q2 | $404K | Buy |
2,036
+29
| +1% | +$5.75K | 0.01% | 435 |
|
|
2022
Q1 | $427K | Sell |
2,007
-39
| -2% | -$8.3K | 0.01% | 459 |
|
|
2021
Q4 | $523K | Buy |
+2,046
| New | +$523K | 0.01% | 455 |
|