Circle 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
2025 Q2	$1.86M	Sell	6,445 -990	-13%	-$285K	0.04%	80
2025 Q1	$1.72M	Buy	7,435 +649	+10%	+$150K	0.04%	79
2024 Q4	$1.43M	Sell	6,786 -827	-11%	-$174K	0.03%	90
2024 Q3	$1.6M	Buy	7,613 +4,325	+132%	+$908K	0.04%	82
2024 Q2	$602K	Buy	+3,288	New	+$602K	0.01%	141