Plante Moran Financial 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
2024 Q3	–	Sell	-13	Closed	-$2.38K	–	941
2024 Q2	$2.38K	Sell	13 -1	-7%	-$198	﹤0.01%	700
2024 Q1	$3.24K	Sell	14 -8	-36%	-$1.73K	﹤0.01%	727
2023 Q4	$4.24K	Buy	+22	New	+$4.14K	﹤0.01%	658
2023 Q3	–	Sell	-14	Closed	-$2.77K	–	883
2023 Q2	$2.77K	Buy	+14	New	+$2.55K	﹤0.01%	669
2022 Q1	–	Sell	-18	Closed	-$5K	–	1032
2021 Q4	$5K	Sell	18 -92	-84%	-$26.7K	﹤0.01%	832
2021 Q3	$32K	Buy	110 +27	+33%	+$8.57K	0.01%	462
2021 Q2	$26K	Hold	83	–	–	0.01%	513
2021 Q1	$22K	Buy	83 +29	+54%	+$8.08K	0.01%	527
2020 Q4	$15K	Hold	54	–	–	﹤0.01%	578
2020 Q3	$15K	Hold	54	–	–	0.01%	550
2020 Q2	$13K	Sell	54 -24	-31%	-$4.76K	0.01%	497
2020 Q1	$12K	Buy	78 +60	+333%	+$8.79K	0.01%	477
2019 Q4	$3K	Buy	+18	New	+$2.65K	﹤0.01%	669
2019 Q1	–	Sell	-500	Closed	-$45K	–	947
2018 Q4	$45K	Buy	+500	New	+$45.7K	0.02%	314