Capital Performance Advisors’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$445K	Buy	1,545 +645	+72%	+$186K	0.09%	115
2025 Q1	$208K	Buy	+900	New	+$208K	0.05%	237
2024 Q4	–	Sell	-484	Closed	-$102K	–	2589
2024 Q3	$102K	Buy	+484	New	+$102K	0.03%	192