Laird Norton Wetherby 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
2025 Q3	$731K	Sell	2,453 -42	-2%	-$11.8K	0.03%	462
2025 Q2	$719K	Buy	+2,495	New	+$619K	0.03%	457
2024 Q2	–	Sell	-985	Closed	-$228K	–	980
2024 Q1	$228K	Buy	+985	New	+$213K	0.01%	838
2023 Q4	–	Sell	-1,077	Closed	-$219K	–	976
2023 Q3	$219K	Sell	1,077 -4	-0.4%	-$806	0.01%	794
2023 Q2	$214K	Sell	1,081 -61	-5%	-$11.1K	0.01%	826
2023 Q1	$210K	Buy	+1,142	New	+$195K	0.01%	810
2022 Q3	–	Sell	-1,024	Closed	-$203K	–	943
2022 Q2	$203K	Buy	+1,024	New	+$188K	0.01%	814
2022 Q1	–	Sell	-1,020	Closed	-$261K	–	975
2021 Q4	$261K	Sell	1,020 -124	-11%	-$36K	0.01%	772
2021 Q3	$330K	Sell	1,144 -1	-0.1%	-$317	0.02%	668
2021 Q2	$356K	Buy	1,145 +40	+4%	+$11.2K	0.02%	653
2021 Q1	$288K	Sell	1,105 -147	-12%	-$41K	0.02%	615
2020 Q4	$341K	Buy	1,252 +130	+12%	+$36.4K	0.02%	609
2020 Q3	$315K	Buy	+1,122	New	+$296K	0.03%	512