First Foundation 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
2026 Q1	$3.45M	Sell	19,639 -585	-3%	-$115K	0.14%	101
2025 Q4	$4.51M	Sell	20,224 -1,308	-6%	-$347K	0.17%	90
2025 Q3	$6.41M	Sell	21,532 -3,028	-12%	-$852K	0.24%	67
2025 Q2	$7.07M	Buy	24,560 +28	+0.1%	+$6.94K	0.26%	64
2025 Q1	$5.68M	Buy	24,532 +1,924	+9%	+$440K	0.23%	71
2024 Q4	$4.75M	Buy	22,608 +2,688	+13%	+$591K	0.18%	87
2024 Q3	$4.18M	Buy	19,920 +3,689	+23%	+$729K	0.16%	89
2024 Q2	$2.97M	Buy	16,231 +1,844	+13%	+$366K	0.11%	100
2024 Q1	$3.33M	Buy	14,387 +1,040	+8%	+$224K	0.13%	89
2023 Q4	$2.57M	Buy	13,347 +210	+2%	+$39.6K	0.12%	102
2023 Q3	$2.67M	Buy	+13,137	New	+$2.65M	0.12%	101
2022 Q4	–	Sell	-1,291	Closed	-$213K	–	421
2022 Q3	$213K	Buy	+1,291	New	+$258K	0.01%	341
2021 Q3	–	Sell	-3,674	Closed	-$1.14M	–	472
2021 Q2	$1.14M	Buy	3,674 +346	+10%	+$96.4K	0.04%	204
2021 Q1	$869K	Buy	3,328 +813	+32%	+$226K	0.04%	219
2020 Q4	$685K	Buy	2,515 +1,537	+157%	+$431K	0.03%	232
2020 Q3	$275K	Buy	+978	New	+$258K	0.01%	306
2019 Q1	–	Sell	-16,000	Closed	-$1.43M	–	386
2018 Q4	$1.43M	Buy	+16,000	New	+$1.46M	0.09%	140
2017 Q3	–	Sell	-17,000	Closed	-$1.04M	–	337
2017 Q2	$1.04M	Buy	+17,000	New	+$981K	0.06%	156
2016 Q4	–	Sell	-12,000	Closed	-$495K	–	319
2016 Q3	$495K	Buy	+12,000	New	+$465K	0.03%	197