WKWM
Walter & Keenan Wealth Management’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
1,979
+15
| +0.8% | +$4.32K | 0.17% | 99 |
|
|
2025
Q1 | $455K | Buy |
1,964
+36
| +2% | +$8.34K | 0.14% | 114 |
|
|
2024
Q4 | $405K | Buy |
1,928
+5
| +0.3% | +$1.05K | 0.12% | 116 |
|
|
2024
Q3 | $404K | Sell |
1,923
-9
| -0.5% | -$1.89K | 0.12% | 115 |
|
|
2024
Q2 | $354K | Sell |
1,932
-490
| -20% | -$89.7K | 0.11% | 114 |
|
|
2024
Q1 | $561K | Hold |
2,422
| – | – | 0.18% | 98 |
|
|
2023
Q4 | $466K | Buy |
2,422
+4
| +0.2% | +$770 | 0.17% | 102 |
|
|
2023
Q3 | $492K | Hold |
2,418
| – | – | 0.19% | 99 |
|
|
2023
Q2 | $478K | Sell |
2,418
-25
| -1% | -$4.94K | 0.18% | 102 |
|
|
2023
Q1 | $449K | Sell |
2,443
-387
| -14% | -$71.1K | 0.17% | 101 |
|
|
2022
Q4 | $457K | Hold |
2,830
| – | – | 0.18% | 97 |
|
|
2022
Q3 | $467K | Buy |
2,830
+12
| +0.4% | +$1.98K | 0.2% | 93 |
|
|
2022
Q2 | $558K | Buy |
2,818
+75
| +3% | +$14.9K | 0.22% | 86 |
|
|
2022
Q1 | $583K | Hold |
2,743
| – | – | 0.2% | 88 |
|
|
2021
Q4 | $701K | Hold |
2,743
| – | – | 0.23% | 80 |
|
|
2021
Q3 | $790K | Buy |
2,743
+18
| +0.7% | +$5.18K | 0.27% | 81 |
|
|
2021
Q2 | $847K | Hold |
2,725
| – | – | 0.29% | 78 |
|
|
2021
Q1 | $712K | Sell |
2,725
-50
| -2% | -$13.1K | 0.25% | 80 |
|
|
2020
Q4 | $755K | Sell |
2,775
-150
| -5% | -$40.8K | 0.27% | 80 |
|
|
2020
Q3 | $822K | Hold |
2,925
| – | – | 0.33% | 73 |
|
|
2020
Q2 | $686K | Buy |
2,925
+1,125
| +63% | +$264K | 0.28% | 77 |
|
|
2020
Q1 | $276K | Sell |
1,800
-1,000
| -36% | -$153K | 0.11% | 93 |
|
|
2019
Q4 | $394K | Sell |
2,800
-100
| -3% | -$14.1K | 0.15% | 106 |
|
|
2019
Q3 | $443K | Sell |
2,900
-200
| -6% | -$30.6K | 0.17% | 99 |
|
|
2019
Q2 | $503K | Sell |
3,100
-600
| -16% | -$97.4K | 0.22% | 86 |
|
|
2019
Q1 | $469K | Hold |
3,700
| – | – | 0.21% | 91 |
|
|
2018
Q4 | $330K | Hold |
3,700
| – | – | 0.15% | 108 |
|
|
2018
Q3 | $403 | Hold |
3,700
| – | – | 0.12% | 106 |
|
|
2018
Q2 | $284K | Hold |
3,700
| – | – | 0.12% | 134 |
|
|
2018
Q1 | $270K | Sell |
3,700
-550
| -13% | -$40.1K | 0.12% | 141 |
|
|
2017
Q4 | $235K | Buy |
+4,250
| New | +$235K | 0.1% | 157 |
|