Number of Shares
19,735.00
Current Holdings Value*
$5.61 Mil
% of Portfolio
2.05%
Total Estimate Gain
$-1.62 Mil
% of Total Estimate Gain
-13.30%

Selective Wealth Management, Inc.'s Veeva Systems Inc Holding Summary

As of 2025-06-30, Selective Wealth Management, Inc. held 19,735.00 shares of Veeva Systems Inc(VEEV), totaling $5.61 Mil. This investment constitutes 2.05% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0.01% of the outstanding Veeva Systems Inc(VEEV) stock.

The initial trade took place in 2021Q2. And since then Selective Wealth Management, Inc. has made 4 purchases of VEEV, at an average price of $263.38, for a total of 46,144.00 shares. In addition, there have been 12 sales at an average price of $192.80 for 26,409.00 shares. Based on historical transaction data and VEEV's current price of $275.89, Selective Wealth Management, Inc.'s estimated gain on his VEEV holdings is $-1.62 Mil, reflecting a -13.30% gain to date.

Selective Wealth Management, Inc. VEEV ($275.89) Holding Chart

Selective Wealth Management, Inc. VEEV ($275.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1