PFWA
Paces Ferry Wealth Advisors’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
5,037
-985
| -16% | -$284K | 0.67% | 33 |
|
|
2025
Q1 | $1.39M | Hold |
6,022
| – | – | 0.69% | 32 |
|
|
2024
Q4 | $1.27M | Sell |
6,022
-5
| -0.1% | -$1.05K | 0.62% | 35 |
|
|
2024
Q3 | $1.26M | Sell |
6,027
-1,014
| -14% | -$213K | 0.73% | 31 |
|
|
2024
Q2 | $1.29M | Buy |
7,041
+14
| +0.2% | +$2.56K | 0.78% | 30 |
|
|
2024
Q1 | $1.63M | Sell |
7,027
-122
| -2% | -$28.3K | 1.04% | 27 |
|
|
2023
Q4 | $1.38M | Hold |
7,149
| – | – | 0.96% | 29 |
|
|
2023
Q3 | $1.45M | Sell |
7,149
-10
| -0.1% | -$2.03K | 1.15% | 27 |
|
|
2023
Q2 | $1.42M | Buy |
7,159
+8
| +0.1% | +$1.58K | 1.06% | 29 |
|
|
2023
Q1 | $1.31M | Buy |
7,151
+16
| +0.2% | +$2.94K | 1.06% | 28 |
|
|
2022
Q4 | $1.15M | Sell |
7,135
-502
| -7% | -$81K | 1.12% | 24 |
|
|
2022
Q3 | $1.26M | Sell |
7,637
-1,507
| -16% | -$248K | 1.38% | 22 |
|
|
2022
Q2 | $1.81M | Sell |
9,144
-679
| -7% | -$134K | 1.78% | 15 |
|
|
2022
Q1 | $2.09M | Sell |
9,823
-2
| -0% | -$425 | 1.66% | 18 |
|
|
2021
Q4 | $2.51M | Buy |
9,825
+298
| +3% | +$76.1K | 1.8% | 18 |
|
|
2021
Q3 | $2.75M | Sell |
9,527
-32
| -0.3% | -$9.22K | 2.19% | 10 |
|
|
2021
Q2 | $2.97M | Hold |
9,559
| – | – | 2.27% | 8 |
|
|
2021
Q1 | $2.5M | Sell |
9,559
-18
| -0.2% | -$4.7K | 2.17% | 11 |
|
|
2020
Q4 | $2.61M | Buy |
9,577
+1
| +0% | +$272 | 2.38% | 8 |
|
|
2020
Q3 | $2.69M | Buy |
+9,576
| New | +$2.69M | 2.34% | 6 |
|