SWM
Selective Wealth Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Sell |
19,735
-766
| -4% | -$218K | 2.05% | 10 |
|
|
2025
Q1 | $4.47M | Sell |
20,501
-473
| -2% | -$103K | 1.94% | 11 |
|
|
2024
Q4 | $4.42M | Sell |
20,974
-1,503
| -7% | -$317K | 1.8% | 12 |
|
|
2024
Q3 | $4.6M | Sell |
22,477
-2,458
| -10% | -$503K | 1.91% | 12 |
|
|
2024
Q2 | $4.54M | Sell |
24,935
-1,592
| -6% | -$290K | 2% | 9 |
|
|
2024
Q1 | $5.6M | Sell |
26,527
-1,807
| -6% | -$381K | 2.43% | 8 |
|
|
2023
Q4 | $5.27M | Sell |
28,334
-2,176
| -7% | -$405K | 2.66% | 8 |
|
|
2023
Q3 | $6.12M | Sell |
30,510
-2,135
| -7% | -$428K | 3.36% | 8 |
|
|
2023
Q2 | $6.52M | Buy |
+32,645
| New | +$6.52M | 3.25% | 7 |
|
|
2022
Q4 | $5.62M | Sell |
34,589
-7,379
| -18% | -$1.2M | 2.97% | 6 |
|
|
2022
Q3 | $6.92M | Sell |
41,968
-2,953
| -7% | -$487K | 2.97% | 7 |
|
|
2022
Q2 | $8.9M | Sell |
44,921
-1,223
| -3% | -$242K | 3.17% | 5 |
|
|
2022
Q1 | $9.8M | Buy |
46,144
+23,155
| +101% | +$4.92M | 3.55% | 8 |
|
|
2021
Q4 | $5.87M | Buy |
22,989
+6,195
| +37% | +$1.58M | 2.4% | 16 |
|
|
2021
Q3 | $4.84M | Buy |
16,794
+16,781
| +129,085% | +$4.84M | 2.56% | 11 |
|
|
2021
Q2 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 427 |
|