DWM
Diversify Wealth Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
11,399
+575
| +5% | +$158K | 0.19% | 141 |
|
|
2025
Q1 | $2.51M | Buy |
10,824
+328
| +3% | +$76K | 0.19% | 150 |
|
|
2024
Q4 | $2.29M | Buy |
10,496
+335
| +3% | +$72.9K | 0.18% | 145 |
|
|
2024
Q3 | $2.21M | Buy |
+10,161
| New | +$2.21M | 0.21% | 122 |
|