Foundations Investment 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	–	Sell	-1,352	Closed	-$302K	–	1257
2025 Q4	$302K	Sell	1,352 -563	-29%	-$149K	﹤0.01%	890
2025 Q3	$571K	Buy	1,915 +266	+16%	+$74.9K	0.01%	620
2025 Q2	$475K	Sell	1,649 -528	-24%	-$131K	0.01%	594
2025 Q1	$504K	Sell	2,177 -770	-26%	-$176K	0.01%	580
2024 Q4	$620K	Buy	2,947 +439	+18%	+$96.5K	0.01%	502
2024 Q3	$526K	Buy	2,508 +5	+0.2%	+$988	0.01%	508
2024 Q2	$458K	Buy	2,503 +140	+6%	+$27.8K	0.01%	515
2024 Q1	$547K	Buy	2,363 +113	+5%	+$24.4K	0.01%	448
2023 Q4	$459K	Buy	2,250 +80	+4%	+$15.1K	0.01%	455
2023 Q3	$441K	Sell	2,170 -351	-14%	-$70.7K	0.01%	421
2023 Q2	$498K	Sell	2,521 -45	-2%	-$8.21K	0.02%	364
2023 Q1	$472K	Buy	+2,566	New	+$438K	0.02%	331
2021 Q3	–	Sell	-999	Closed	-$321K	–	338
2021 Q2	$321K	Buy	+999	New	+$278K	0.02%	224