9258 Wealth Management’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,058	Closed	-$215K	–	336
2023 Q3	$215K	Sell	1,058 -6	-0.6%	-$1.22K	0.04%	293
2023 Q2	$210K	Buy	+1,064	New	+$210K	0.04%	299