Walter & Keenan Wealth Management’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 | $570K | Buy |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $405K | Buy |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $561K | Hold |
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|
2023
Q4 | $466K | Buy |
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|
2023
Q3 | $492K | Hold |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $457K | Hold |
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|
2022
Q3 | $467K | Buy |
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|
2022
Q2 | $558K | Buy |
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|
2022
Q1 | $583K | Hold |
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|
2021
Q4 | $701K | Hold |
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|
2021
Q3 | $790K | Buy |
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|
2021
Q2 | $847K | Hold |
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|
2021
Q1 | $712K | Sell |
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|
2020
Q4 | $755K | Sell |
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|
2020
Q3 | $822K | Hold |
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|
2020
Q2 | $686K | Buy |
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|
2020
Q1 | $276K | Sell |
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|
2019
Q4 | $394K | Sell |
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|
2019
Q3 | $443K | Sell |
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|
2019
Q2 | $503K | Sell |
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|
2019
Q1 | $469K | Hold |
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|
2018
Q4 | $330K | Hold |
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|
2018
Q3 | $403 | Hold |
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|
2018
Q2 | $284K | Hold |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $235K | Buy |
|