Schwarz Dygos Wheeler Investment Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
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2025
Q1 | $283K | Hold |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $223K | Hold |
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|
2024
Q1 | $282K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $246K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $271K | Buy |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | $221K | Hold |
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|
2020
Q3 | $228K | Buy |
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