Capital Planning Advisors’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,936	Closed	-$836K	–	167
2022 Q1	$836K	Sell	3,936 -153	-4%	-$33.2K	0.18%	86
2021 Q4	$1.04M	Sell	4,089 -723	-15%	-$210K	0.2%	85
2021 Q3	$1.39M	Sell	4,812 -834	-15%	-$265K	0.29%	75
2021 Q2	$1.76M	Sell	5,646 -3,004	-35%	-$837K	0.36%	72
2021 Q1	$2.26M	Sell	8,650 -1,543	-15%	-$430K	0.51%	53
2020 Q4	$2.77M	Sell	10,193 -1,020	-9%	-$286K	0.68%	38
2020 Q3	$3.15M	Buy	11,213 +950	+9%	+$250K	0.86%	33
2020 Q2	$2.41M	Sell	10,263 -389	-4%	-$77.1K	0.72%	39
2020 Q1	$1.67M	Buy	10,652 +286	+3%	+$41.9K	0.62%	52
2019 Q4	$1.46M	Buy	10,366 +1,493	+17%	+$219K	0.38%	59
2019 Q3	$1.35M	Sell	8,873 -872	-9%	-$140K	0.39%	57
2019 Q2	$1.58M	Sell	9,745 -501	-5%	-$73K	0.46%	51
2019 Q1	$1.3M	Buy	10,246 +114	+1%	+$12.9K	0.4%	57
2018 Q4	$905K	Sell	10,132 -48	-0.5%	-$4.38K	0.33%	67
2018 Q3	$1.11M	Buy	10,180 +1,642	+19%	+$149K	0.35%	72
2018 Q2	$656K	Buy	+8,538	New	+$649K	0.3%	71