JPWM
Jamison Private Wealth Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
3,013
+8
| +0.3% | +$2.3K | 0.12% | 113 |
|
|
2025
Q1 | $696K | Sell |
3,005
-96
| -3% | -$22.2K | 0.11% | 118 |
|
|
2024
Q4 | $652K | Hold |
3,101
| – | – | 0.1% | 126 |
|
|
2024
Q3 | $651K | Sell |
3,101
-48
| -2% | -$10.1K | 0.1% | 125 |
|
|
2024
Q2 | $576K | Hold |
3,149
| – | – | 0.1% | 126 |
|
|
2024
Q1 | $730K | Sell |
3,149
-76
| -2% | -$17.6K | 0.12% | 111 |
|
|
2023
Q4 | $621K | Sell |
3,225
-66
| -2% | -$12.7K | 0.12% | 118 |
|
|
2023
Q3 | $670K | Buy |
+3,291
| New | +$670K | 0.14% | 107 |
|