Financial Synergies Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2	Closed	-$464	–	456
2024 Q1	$464	Buy	+2	New	+$464	﹤0.01%	462
2023 Q4	–	Sell	-2	Closed	-$407	–	546
2023 Q3	$407	Hold	2	–	–	﹤0.01%	455
2023 Q2	$396	Buy	+2	New	+$396	﹤0.01%	451