PWM
Perigon Wealth Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Sell |
2,013
-175
| -8% | -$50.4K | 0.01% | 629 |
|
|
2025
Q1 | $507K | Buy |
2,188
+103
| +5% | +$23.9K | 0.01% | 634 |
|
|
2024
Q4 | $448K | Sell |
2,085
-48
| -2% | -$10.3K | 0.01% | 671 |
|
|
2024
Q3 | $448K | Buy |
+2,133
| New | +$448K | 0.01% | 646 |
|
|
2024
Q1 | – | Sell |
-2,232
| Closed | -$430K | – | 893 |
|
|
2023
Q4 | $430K | Buy |
2,232
+96
| +4% | +$18.5K | 0.01% | 544 |
|
|
2023
Q3 | $435K | Buy |
2,136
+136
| +7% | +$27.7K | 0.02% | 476 |
|
|
2023
Q2 | $395K | Buy |
2,000
+499
| +33% | +$98.7K | 0.02% | 519 |
|
|
2023
Q1 | $276K | Buy |
1,501
+128
| +9% | +$23.5K | 0.02% | 568 |
|
|
2022
Q4 | $222K | Sell |
1,373
-324
| -19% | -$52.3K | 0.01% | 630 |
|
|
2022
Q3 | $280K | Buy |
1,697
+405
| +31% | +$66.8K | 0.02% | 437 |
|
|
2022
Q2 | $256K | Buy |
1,292
+56
| +5% | +$11.1K | 0.02% | 469 |
|
|
2022
Q1 | $263K | Buy |
1,236
+34
| +3% | +$7.24K | 0.02% | 507 |
|
|
2021
Q4 | $307K | Buy |
+1,202
| New | +$307K | 0.02% | 446 |
|
|
2021
Q2 | – | Sell |
-1,286
| Closed | -$336K | – | 528 |
|
|
2021
Q1 | $336K | Buy |
1,286
+775
| +152% | +$202K | 0.03% | 367 |
|
|
2020
Q4 | $139K | Buy |
+511
| New | +$139K | 0.02% | 475 |
|
|
2020
Q2 | – | Sell |
-2,747
| Closed | -$445K | – | 359 |
|
|
2020
Q1 | $445K | Buy |
+2,747
| New | +$445K | 0.08% | 186 |
|
|
2019
Q4 | – | Sell |
-1,355
| Closed | -$212K | – | 280 |
|
|
2019
Q3 | $212K | Buy |
+1,355
| New | +$212K | 0.05% | 226 |
|
|
2019
Q2 | – | Sell |
-20,355
| Closed | -$2.79M | – | 251 |
|
|
2019
Q1 | $2.79M | Hold |
20,355
| – | – | 0.65% | 42 |
|
|
2018
Q4 | $2.22M | Buy |
20,355
+230
| +1% | +$25.1K | 0.57% | 42 |
|
|
2018
Q3 | $2.19M | Buy |
20,125
+125
| +0.6% | +$13.6K | 0.54% | 41 |
|
|
2018
Q2 | $1.54M | Hold |
20,000
| – | – | 0.46% | 52 |
|
|
2018
Q1 | $1.46M | Hold |
20,000
| – | – | 0.54% | 46 |
|
|
2017
Q4 | $1.11M | Buy |
+20,000
| New | +$1.11M | 0.41% | 49 |
|
|
2017
Q1 | – | Sell |
-20,000
| Closed | -$883K | – | 715 |
|
|
2016
Q4 | $883K | Hold |
20,000
| – | – | 0.19% | 119 |
|
|
2016
Q3 | $826K | Hold |
20,000
| – | – | 0.21% | 105 |
|
|
2016
Q2 | $682K | Buy |
+20,000
| New | +$682K | 0.18% | 120 |
|
|
2016
Q1 | – | Sell |
-20,000
| Closed | -$577K | – | 324 |
|
|
2015
Q4 | $577K | Hold |
20,000
| – | – | 0.16% | 129 |
|
|
2015
Q3 | $468K | Hold |
20,000
| – | – | 0.14% | 140 |
|
|
2015
Q2 | $561K | Hold |
20,000
| – | – | 0.15% | 137 |
|
|
2015
Q1 | $511K | Buy |
+20,000
| New | +$511K | 0.14% | 141 |
|