KCM Investment 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 | – | Sell |
-2,947
| Closed | -$683K | – | 390 |
|
|
2025
Q1 | $683K | Buy |
2,947
+30
| +1% | +$6.95K | 0.02% | 235 |
|
|
2024
Q4 | $613K | Hold |
2,917
| – | – | 0.02% | 243 |
|
|
2024
Q3 | $612K | Hold |
2,917
| – | – | 0.02% | 249 |
|
|
2024
Q2 | $534K | Hold |
2,917
| – | – | 0.02% | 252 |
|
|
2024
Q1 | $676K | Hold |
2,917
| – | – | 0.03% | 241 |
|
|
2023
Q4 | $562K | Buy |
+2,917
| New | +$562K | 0.02% | 244 |
|