J.W. Cole Advisors’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 | $1.03M | Buy |
3,578
+298
| +9% | +$85.8K | 0.02% | 652 |
|
|
2025
Q1 | $760K | Buy |
3,280
+1,263
| +63% | +$293K | 0.02% | 631 |
|
|
2024
Q4 | $424K | Buy |
2,017
+135
| +7% | +$28.4K | 0.02% | 661 |
|
|
2024
Q3 | $395K | Buy |
1,882
+674
| +56% | +$141K | 0.02% | 689 |
|
|
2024
Q2 | $221K | Buy |
+1,208
| New | +$221K | 0.01% | 814 |
|