WMA
Wealth Management Associates’s Veeva Systems VEEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,499
| Closed | -$315K | – | 223 |
|
|
2024
Q4 | $315K | Hold |
1,499
| – | – | 0.13% | 148 |
|
|
2024
Q3 | $315K | Buy |
1,499
+195
| +15% | +$40.9K | 0.14% | 146 |
|
|
2024
Q2 | $239K | Hold |
1,304
| – | – | 0.11% | 171 |
|
|
2024
Q1 | $239K | Buy |
+1,304
| New | +$239K | 0.11% | 171 |
|