J.P. Morgan Private Wealth Advisors’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.52M | Sell |
12,370
-1,197
| -9% | -$244K | 0.01% | 670 |
|
|
2023
Q2 | $2.68M | Sell |
13,567
-7,152
| -35% | -$1.41M | 0.01% | 481 |
|
|
2023
Q1 | $3.81M | Sell |
20,719
-207
| -1% | -$38K | 0.01% | 661 |
|
|
2022
Q4 | $3.38M | Sell |
20,926
-1,382
| -6% | -$223K | 0.01% | 686 |
|
|
2022
Q3 | $3.68M | Buy |
22,308
+1,326
| +6% | +$219K | 0.01% | 637 |
|
|
2022
Q2 | $4.16M | Sell |
20,982
-377
| -2% | -$74.7K | 0.01% | 620 |
|
|
2022
Q1 | $4.54M | Sell |
21,359
-3,480
| -14% | -$739K | 0.01% | 649 |
|
|
2021
Q4 | $6.35M | Sell |
24,839
-1,527
| -6% | -$390K | 0.01% | 554 |
|
|
2021
Q3 | $7.6M | Buy |
26,366
+4,216
| +19% | +$1.21M | 0.02% | 486 |
|
|
2021
Q2 | $6.89M | Buy |
22,150
+5,308
| +32% | +$1.65M | 0.02% | 503 |
|
|
2021
Q1 | $4.4M | Sell |
16,842
-60,746
| -78% | -$15.9M | 0.01% | 542 |
|
|
2020
Q4 | $21.1M | Buy |
77,588
+23,019
| +42% | +$6.27M | 0.07% | 244 |
|
|
2020
Q3 | $15.3M | Buy |
54,569
+39,229
| +256% | +$11M | 0.06% | 253 |
|
|
2020
Q2 | $3.6M | Buy |
15,340
+1,884
| +14% | +$442K | 0.02% | 437 |
|
|
2020
Q1 | $2.1M | Sell |
13,456
-14,476
| -52% | -$2.26M | 0.01% | 530 |
|
|
2019
Q4 | $3.93M | Buy |
27,932
+1,142
| +4% | +$161K | 0.02% | 469 |
|
|
2019
Q3 | $4.09M | Buy |
26,790
+12,177
| +83% | +$1.86M | 0.02% | 449 |
|
|
2019
Q2 | $2.37M | Sell |
14,613
-15,679
| -52% | -$2.54M | 0.01% | 559 |
|
|
2019
Q1 | $3.84M | Buy |
30,292
+4,737
| +19% | +$601K | 0.02% | 465 |
|
|
2018
Q4 | $2.28M | Sell |
25,555
-1,780
| -7% | -$159K | 0.01% | 544 |
|
|
2018
Q3 | $2.98M | Buy |
27,335
+3,094
| +13% | +$337K | 0.01% | 540 |
|
|
2018
Q2 | $1.86M | Sell |
24,241
-1,510
| -6% | -$116K | 0.01% | 618 |
|
|
2018
Q1 | $1.88M | Buy |
25,751
+3,971
| +18% | +$290K | 0.01% | 499 |
|
|
2017
Q4 | $1.21M | Sell |
21,780
-348
| -2% | -$19.3K | 0.01% | 610 |
|
|
2017
Q3 | $1.25M | Buy |
22,128
+154
| +0.7% | +$8.69K | 0.01% | 577 |
|
|
2017
Q2 | $1.35M | Sell |
21,974
-11,099
| -34% | -$681K | 0.01% | 543 |
|
|
2017
Q1 | $1.7M | Buy |
33,073
+14,875
| +82% | +$763K | 0.01% | 499 |
|
|
2016
Q4 | $740K | Buy |
+18,198
| New | +$740K | 0.01% | 686 |
|
|
2016
Q3 | – | Sell |
-26,558
| Closed | -$906K | – | 1275 |
|
|
2016
Q2 | $906K | Sell |
26,558
-17,172
| -39% | -$586K | 0.01% | 620 |
|
|
2016
Q1 | $1.1M | Buy |
43,730
+15,335
| +54% | +$384K | 0.01% | 537 |
|
|
2015
Q4 | $819K | Buy |
28,395
+13,418
| +90% | +$387K | 0.01% | 566 |
|
|
2015
Q3 | $351K | Sell |
14,977
-3,336
| -18% | -$78.2K | ﹤0.01% | 736 |
|
|
2015
Q2 | $513K | Buy |
18,313
+6,039
| +49% | +$169K | 0.01% | 662 |
|
|
2015
Q1 | $313K | Buy |
+12,274
| New | +$313K | ﹤0.01% | 875 |
|