Beacon Investment Advisory Services’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.97K	Buy	+28	New	+$4.62K	﹤0.01%	685
2024 Q3	–	Sell	-1,348	Closed	-$247K	–	269
2024 Q2	$247K	Sell	1,348 -53	-4%	-$10.5K	0.01%	235
2024 Q1	$325K	Sell	1,401 -380	-21%	-$82K	0.01%	223
2023 Q4	$343K	Sell	1,781 -761	-30%	-$143K	0.02%	214
2023 Q3	$517K	Sell	2,542 -10,768	-81%	-$2.17M	0.03%	189
2023 Q2	$2.63M	Sell	13,310 -581	-4%	-$106K	0.12%	118
2023 Q1	$2.55M	Sell	13,891 -1,243	-8%	-$212K	0.12%	116
2022 Q4	$2.44M	Buy	15,134 +524	+4%	+$89.5K	0.13%	115
2022 Q3	$2.41M	Buy	14,610 +3,062	+27%	+$612K	0.13%	113
2022 Q2	$2.29M	Buy	11,548 +906	+9%	+$167K	0.12%	121
2022 Q1	$2.26M	Buy	10,642 +1,191	+13%	+$258K	0.1%	125
2021 Q4	$2.42M	Buy	9,451 +473	+5%	+$138K	0.09%	128
2021 Q3	$2.59M	Buy	8,978 +189	+2%	+$60K	0.11%	122
2021 Q2	$2.73M	Buy	8,789 +1,458	+20%	+$406K	0.11%	124
2021 Q1	$1.92M	Buy	7,331 +1,560	+27%	+$435K	0.08%	136
2020 Q4	$1.57M	Buy	5,771 +1,475	+34%	+$413K	0.07%	137
2020 Q3	$1.21M	Buy	4,296 +298	+7%	+$78.5K	0.06%	139
2020 Q2	$937K	Buy	3,998 +124	+3%	+$24.6K	0.05%	143
2020 Q1	$606K	Buy	+3,874	New	+$568K	0.04%	155

Other funds holding VEEV