Kestra Private Wealth Services’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,734	Closed	-$633K	–	1686
2025 Q1	$633K	Sell	2,734 -1,375	-33%	-$314K	0.01%	855
2024 Q4	$864K	Buy	4,109 +1,634	+66%	+$359K	0.01%	698
2024 Q3	$532K	Sell	2,475 -1,154	-32%	-$228K	0.01%	849
2024 Q2	$664K	Buy	3,629 +152	+4%	+$30.2K	0.01%	725
2024 Q1	$806K	Buy	3,477 +393	+13%	+$84.8K	0.02%	619
2023 Q4	$594K	Buy	3,084 +418	+16%	+$78.8K	0.02%	675
2023 Q3	$542K	Buy	2,666 +1,245	+88%	+$251K	0.02%	635
2023 Q2	$281K	Buy	1,421 +7	+0.5%	+$1.28K	0.01%	844
2023 Q1	$260K	Buy	1,414 +90	+7%	+$15.4K	0.01%	830
2022 Q4	$214K	Sell	1,324 -1,831	-58%	-$313K	0.01%	783
2022 Q3	$520K	Buy	3,155 +1,206	+62%	+$241K	0.03%	482
2022 Q2	$386K	Sell	1,949 -173	-8%	-$31.8K	0.02%	586
2022 Q1	$451K	Sell	2,122 -398	-16%	-$86.3K	0.02%	614
2021 Q4	$644K	Buy	2,520 +329	+15%	+$95.6K	0.03%	510
2021 Q3	$631K	Buy	2,191 +340	+18%	+$108K	0.04%	479
2021 Q2	$576K	Buy	1,851 +438	+31%	+$122K	0.04%	475
2021 Q1	$369K	Buy	+1,413	New	+$394K	0.03%	536