EverSource Wealth Advisors’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
2,224
+1,482
| +200% | +$427K | 0.03% | 380 |
|
|
2025
Q1 | $172K | Sell |
742
-392
| -35% | -$90.8K | 0.01% | 711 |
|
|
2024
Q4 | $238K | Buy |
1,134
+862
| +317% | +$181K | 0.01% | 588 |
|
|
2024
Q3 | $57.1K | Sell |
272
-17
| -6% | -$3.57K | ﹤0.01% | 1009 |
|
|
2024
Q2 | $55.5K | Sell |
289
-114
| -28% | -$21.9K | ﹤0.01% | 1041 |
|
|
2024
Q1 | $80K | Buy |
403
+38
| +10% | +$7.55K | 0.01% | 797 |
|
|
2023
Q4 | $70.3K | Buy |
365
+28
| +8% | +$5.39K | 0.01% | 769 |
|
|
2023
Q3 | $68.6K | Buy |
337
+3
| +0.9% | +$610 | 0.01% | 706 |
|
|
2023
Q2 | $66K | Buy |
334
+89
| +36% | +$17.6K | 0.01% | 728 |
|
|
2023
Q1 | $45K | Buy |
245
+4
| +2% | +$735 | 0.01% | 823 |
|
|
2022
Q4 | $38.9K | Buy |
241
+128
| +113% | +$20.7K | 0.01% | 855 |
|
|
2022
Q3 | $18K | Hold |
113
| – | – | ﹤0.01% | 943 |
|
|
2022
Q2 | $23K | Buy |
113
+14
| +14% | +$2.85K | 0.01% | 798 |
|
|
2022
Q1 | $21K | Sell |
99
-49
| -33% | -$10.4K | 0.01% | 687 |
|
|
2021
Q4 | $38K | Buy |
+148
| New | +$38K | 0.01% | 480 |
|