TSWM
Triangle Securities Wealth Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
5,782
+45
| +0.8% | +$13K | 0.41% | 68 |
|
|
2025
Q1 | $1.33M | Sell |
5,737
-55
| -0.9% | -$12.7K | 0.34% | 78 |
|
|
2024
Q4 | $1.22M | Sell |
5,792
-63
| -1% | -$13.2K | 0.31% | 83 |
|
|
2024
Q3 | $1.23M | Buy |
5,855
+55
| +0.9% | +$11.5K | 0.32% | 82 |
|
|
2024
Q2 | $1.06M | Buy |
5,800
+165
| +3% | +$30.2K | 0.3% | 90 |
|
|
2024
Q1 | $1.31M | Buy |
5,635
+105
| +2% | +$24.3K | 0.37% | 77 |
|
|
2023
Q4 | $1.06M | Sell |
5,530
-60
| -1% | -$11.6K | 0.33% | 91 |
|
|
2023
Q3 | $1.14M | Buy |
5,590
+80
| +1% | +$16.3K | 0.4% | 73 |
|
|
2023
Q2 | $1.09M | Sell |
5,510
-131
| -2% | -$25.9K | 0.37% | 77 |
|
|
2023
Q1 | $1.04M | Buy |
5,641
+33
| +0.6% | +$6.07K | 0.37% | 82 |
|
|
2022
Q4 | $905K | Sell |
5,608
-72
| -1% | -$11.6K | 0.33% | 91 |
|
|
2022
Q3 | $937K | Buy |
5,680
+90
| +2% | +$14.8K | 0.38% | 77 |
|
|
2022
Q2 | $1.11M | Sell |
5,590
-197
| -3% | -$39K | 0.43% | 72 |
|
|
2022
Q1 | $1.23M | Buy |
5,787
+146
| +3% | +$31K | 0.41% | 74 |
|
|
2021
Q4 | $1.44M | Buy |
5,641
+90
| +2% | +$23K | 0.45% | 72 |
|
|
2021
Q3 | $1.6M | Sell |
5,551
-25
| -0.4% | -$7.21K | 0.54% | 62 |
|
|
2021
Q2 | $1.73M | Buy |
5,576
+465
| +9% | +$145K | 0.59% | 58 |
|
|
2021
Q1 | $1.34M | Buy |
5,111
+400
| +8% | +$104K | 0.48% | 68 |
|
|
2020
Q4 | $1.28M | Buy |
4,711
+45
| +1% | +$12.3K | 0.51% | 66 |
|
|
2020
Q3 | $1.31M | Sell |
4,666
-1,855
| -28% | -$522K | 0.59% | 57 |
|
|
2020
Q2 | $1.53M | Sell |
6,521
-57
| -0.9% | -$13.4K | 0.73% | 47 |
|
|
2020
Q1 | $1.03M | Buy |
6,578
+590
| +10% | +$92.3K | 0.59% | 60 |
|
|
2019
Q4 | $842K | Buy |
5,988
+713
| +14% | +$100K | 0.36% | 78 |
|
|
2019
Q3 | $805K | Buy |
+5,275
| New | +$805K | 0.39% | 77 |
|