Private Wealth Management Group’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
$17K Sell
59
-7
-11% -$2.02K 0.01% 348
2025
Q1
$15.3K Buy
66
+22
+50% +$5.1K 0.01% 361
2024
Q4
$9.25K Hold
44
﹤0.01% 500
2024
Q3
$9.24K Buy
44
+1
+2% +$210 ﹤0.01% 476
2024
Q2
$7.87K Sell
43
-46
-52% -$8.42K ﹤0.01% 520
2024
Q1
$20.6K Buy
89
+19
+27% +$4.4K 0.01% 265
2023
Q4
$13.5K Buy
+70
New +$13.5K 0.01% 342