Kingsview Wealth Management’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	$1.03M	Sell	5,836 -124	-2%	-$24.4K	0.01%	689
2025 Q4	$1.33M	Sell	5,960 -317	-5%	-$84.1K	0.02%	563
2025 Q3	$1.87M	Sell	6,277 -1,585	-20%	-$446K	0.03%	461
2025 Q2	$2.26M	Sell	7,862 -90	-1%	-$22.3K	0.04%	419
2025 Q1	$1.84M	Sell	7,952 -408	-5%	-$93.2K	0.03%	406
2024 Q4	$1.76M	Sell	8,360 -2,239	-21%	-$492K	0.03%	414
2024 Q3	$2.22M	Sell	10,599 -151	-1%	-$29.8K	0.05%	349
2024 Q2	$1.97M	Sell	10,750 -820	-7%	-$163K	0.05%	351
2024 Q1	$2.68M	Sell	11,570 -179	-2%	-$38.6K	0.07%	266
2023 Q4	$2.26M	Sell	11,749 -96	-0.8%	-$18.1K	0.07%	253
2023 Q3	$2.41M	Sell	11,845 -963	-8%	-$194K	0.09%	238
2023 Q2	$2.53M	Sell	12,808 -941	-7%	-$172K	0.1%	211
2023 Q1	$2.53M	Sell	13,749 -4	-0%	-$682	0.11%	205
2022 Q4	$2.22M	Sell	13,753 -1,204	-8%	-$206K	0.1%	222
2022 Q3	$2.47M	Sell	14,957 -2,877	-16%	-$575K	0.12%	197
2022 Q2	$3.53M	Sell	17,834 -1,421	-7%	-$261K	0.17%	138
2022 Q1	$4.09M	Sell	19,255 -662	-3%	-$144K	0.18%	131
2021 Q4	$5.09M	Buy	19,917 +18,011	+945%	+$5.24M	0.21%	106
2021 Q3	$549K	Buy	1,906 +433	+29%	+$137K	0.03%	520
2021 Q2	$462K	Sell	1,473 -50	-3%	-$13.9K	0.02%	581
2021 Q1	$408K	Sell	1,523 -790	-34%	-$220K	0.02%	559
2020 Q4	$630K	Sell	2,313 -286	-11%	-$80.1K	0.05%	394
2020 Q3	$731K	Buy	2,599 +1,394	+116%	+$367K	0.07%	285
2020 Q2	$282K	Buy	+1,205	New	+$239K	0.03%	454
2019 Q4	–	Sell	-1,405	Closed	-$215K	–	531
2019 Q3	$215K	Sell	1,405 -870	-38%	-$140K	0.03%	398
2019 Q2	$369K	Buy	2,275 +202	+10%	+$29.4K	0.06%	287
2019 Q1	$263K	Buy	+2,073	New	+$234K	0.04%	382