KWM
Kingsview Wealth Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
7,862
-90
| -1% | -$25.9K | 0.04% | 419 |
|
|
2025
Q1 | $1.84M | Sell |
7,952
-408
| -5% | -$94.5K | 0.03% | 406 |
|
|
2024
Q4 | $1.76M | Sell |
8,360
-2,239
| -21% | -$471K | 0.03% | 414 |
|
|
2024
Q3 | $2.22M | Sell |
10,599
-151
| -1% | -$31.7K | 0.05% | 349 |
|
|
2024
Q2 | $1.97M | Sell |
10,750
-820
| -7% | -$150K | 0.05% | 351 |
|
|
2024
Q1 | $2.68M | Sell |
11,570
-179
| -2% | -$41.5K | 0.07% | 266 |
|
|
2023
Q4 | $2.26M | Sell |
11,749
-96
| -0.8% | -$18.5K | 0.07% | 253 |
|
|
2023
Q3 | $2.41M | Sell |
11,845
-963
| -8% | -$196K | 0.09% | 238 |
|
|
2023
Q2 | $2.53M | Sell |
12,808
-941
| -7% | -$186K | 0.1% | 211 |
|
|
2023
Q1 | $2.53M | Sell |
13,749
-4
| -0% | -$735 | 0.11% | 205 |
|
|
2022
Q4 | $2.22M | Sell |
13,753
-1,204
| -8% | -$194K | 0.1% | 222 |
|
|
2022
Q3 | $2.47M | Sell |
14,957
-2,877
| -16% | -$474K | 0.12% | 197 |
|
|
2022
Q2 | $3.53M | Sell |
17,834
-1,421
| -7% | -$281K | 0.17% | 138 |
|
|
2022
Q1 | $4.09M | Sell |
19,255
-662
| -3% | -$141K | 0.18% | 131 |
|
|
2021
Q4 | $5.09M | Buy |
19,917
+18,011
| +945% | +$4.6M | 0.21% | 106 |
|
|
2021
Q3 | $549K | Buy |
1,906
+433
| +29% | +$125K | 0.03% | 519 |
|
|
2021
Q2 | $462K | Sell |
1,473
-50
| -3% | -$15.7K | 0.02% | 580 |
|
|
2021
Q1 | $408K | Sell |
1,523
-790
| -34% | -$212K | 0.02% | 558 |
|
|
2020
Q4 | $630K | Sell |
2,313
-286
| -11% | -$77.9K | 0.05% | 394 |
|
|
2020
Q3 | $731K | Buy |
2,599
+1,394
| +116% | +$392K | 0.07% | 285 |
|
|
2020
Q2 | $282K | Buy |
+1,205
| New | +$282K | 0.03% | 454 |
|
|
2019
Q4 | – | Sell |
-1,405
| Closed | -$215K | – | 488 |
|
|
2019
Q3 | $215K | Sell |
1,405
-870
| -38% | -$133K | 0.03% | 397 |
|
|
2019
Q2 | $369K | Buy |
2,275
+202
| +10% | +$32.8K | 0.06% | 287 |
|
|
2019
Q1 | $263K | Buy |
+2,073
| New | +$263K | 0.04% | 381 |
|