SWS
SYSTM Wealth Solutions’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,379
| Closed | -$1.35M | – | 613 |
|
|
2024
Q2 | $1.35M | Sell |
7,379
-5,915
| -44% | -$1.08M | 0.3% | 98 |
|
|
2024
Q1 | $3.08M | Buy |
13,294
+1,204
| +10% | +$279K | 0.39% | 72 |
|
|
2023
Q4 | $2.33M | Buy |
12,090
+1,647
| +16% | +$317K | 0.32% | 90 |
|
|
2023
Q3 | $2.12M | Buy |
10,443
+508
| +5% | +$103K | 0.33% | 79 |
|
|
2023
Q2 | $1.96M | Buy |
9,935
+965
| +11% | +$191K | 0.27% | 102 |
|
|
2023
Q1 | $1.65M | Buy |
8,970
+720
| +9% | +$132K | 0.25% | 101 |
|
|
2022
Q4 | $1.33M | Buy |
+8,250
| New | +$1.33M | 0.17% | 167 |
|