SWA
SFMG Wealth Advisors’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,403
| Closed | -$1.79M | – | 315 |
|
|
2022
Q1 | $1.79M | Buy |
8,403
+1,602
| +24% | +$340K | 0.18% | 71 |
|
|
2021
Q4 | $1.74M | Buy |
6,801
+1,077
| +19% | +$275K | 0.17% | 75 |
|
|
2021
Q3 | $1.65M | Buy |
5,724
+953
| +20% | +$275K | 0.18% | 70 |
|
|
2021
Q2 | $1.48M | Buy |
4,771
+685
| +17% | +$213K | 0.16% | 68 |
|
|
2021
Q1 | $1.07M | Buy |
4,086
+441
| +12% | +$115K | 0.12% | 88 |
|
|
2020
Q4 | $992K | Buy |
3,645
+480
| +15% | +$131K | 0.13% | 80 |
|
|
2020
Q3 | $890K | Buy |
3,165
+492
| +18% | +$138K | 0.12% | 72 |
|
|
2020
Q2 | $627K | Buy |
+2,673
| New | +$627K | 0.09% | 80 |
|
|
2019
Q1 | – | Sell |
-19,385
| Closed | -$1.73M | – | 152 |
|
|
2018
Q4 | $1.73M | Hold |
19,385
| – | – | 0.28% | 33 |
|
|
2018
Q3 | $1.79M | Buy |
19,385
+115
| +0.6% | +$10.6K | 0.27% | 30 |
|
|
2018
Q2 | $1.48M | Buy |
19,270
+2,340
| +14% | +$180K | 0.24% | 31 |
|
|
2018
Q1 | $1.24M | Buy |
16,930
+3,525
| +26% | +$257K | 0.21% | 40 |
|
|
2017
Q4 | $741K | Buy |
+13,405
| New | +$741K | 0.12% | 57 |
|