Dakota 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	$3.44M	Buy	11,929 +4,538	+61%	+$1.31M	0.07%	200
2025 Q1	$1.71M	Buy	7,391 +393	+6%	+$91K	0.04%	282
2024 Q4	$1.47M	Buy	+6,998	New	+$1.47M	0.03%	306
2022 Q3	–	Sell	-1,726	Closed	-$342K	–	607
2022 Q2	$342K	Buy	+1,726	New	+$342K	0.03%	348