Schwarz Dygos Wheeler Investment 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
2025 Q4	–	Sell	-1,221	Closed	-$364K	–	172
2025 Q3	$364K	Hold	1,221	–	–	0.08%	120
2025 Q2	$351K	Hold	1,221	–	–	0.08%	124
2025 Q1	$283K	Hold	1,221	–	–	0.07%	136
2024 Q4	$257K	Buy	1,221 +2	+0.2%	+$440	0.06%	141
2024 Q3	$256K	Hold	1,219	–	–	0.06%	133
2024 Q2	$223K	Hold	1,219	–	–	0.06%	138
2024 Q1	$282K	Hold	1,219	–	–	0.08%	127
2023 Q4	$235K	Hold	1,219	–	–	0.07%	135
2023 Q3	$248K	Sell	1,219 -25	-2%	-$5.04K	0.08%	122
2023 Q2	$246K	Buy	+1,244	New	+$227K	0.08%	126
2022 Q1	–	Sell	-873	Closed	-$223K	–	144
2021 Q4	$223K	Hold	873	–	–	0.08%	121
2021 Q3	$252K	Hold	873	–	–	0.09%	114
2021 Q2	$271K	Buy	873 +8	+0.9%	+$2.23K	0.1%	112
2021 Q1	$226K	Buy	865 +53	+7%	+$14.8K	0.09%	114
2020 Q4	$221K	Hold	812	–	–	0.11%	101
2020 Q3	$228K	Buy	+812	New	+$214K	0.14%	87