Mowery & Schoenfeld Wealth Management’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23K	Hold	80	–	–	0.04%	163
2025 Q1	$18.5K	Buy	+80	New	+$18.5K	0.04%	212
2024 Q4	–	Sell	-125	Closed	-$26.2K	–	515
2024 Q3	$26.2K	Buy	+125	New	+$26.2K	0.04%	135