Global Wealth Management Investment Advisory’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-116
| Closed | -$23.6K | – | 501 |
|
|
2023
Q3 | $23.6K | Buy |
116
+54
| +87% | +$11K | 0.01% | 237 |
|
|
2023
Q2 | $12.3K | Buy |
+62
| New | +$12.3K | ﹤0.01% | 283 |
|
|
2022
Q3 | – | Sell |
-198
| Closed | -$39K | – | 460 |
|
|
2022
Q2 | $39K | Sell |
198
-20
| -9% | -$3.94K | 0.01% | 192 |
|
|
2022
Q1 | $46K | Buy |
218
+85
| +64% | +$17.9K | 0.01% | 198 |
|
|
2021
Q4 | $34K | Buy |
133
+123
| +1,230% | +$31.4K | 0.01% | 216 |
|
|
2021
Q3 | $3K | Sell |
10
-15
| -60% | -$4.5K | ﹤0.01% | 402 |
|
|
2021
Q2 | $8K | Hold |
25
| – | – | ﹤0.01% | 318 |
|
|
2021
Q1 | $7K | Hold |
25
| – | – | ﹤0.01% | 337 |
|
|
2020
Q4 | $7K | Hold |
25
| – | – | ﹤0.01% | 313 |
|
|
2020
Q3 | $7K | Sell |
25
-10
| -29% | -$2.8K | ﹤0.01% | 308 |
|
|
2020
Q2 | $8K | Buy |
+35
| New | +$8K | ﹤0.01% | 384 |
|