Sowell Financial Services’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	$360K	Buy	2,051 +191	+10%	+$37.5K	0.01%	764
2025 Q4	$415K	Buy	1,860 +43	+2%	+$11.4K	0.02%	705
2025 Q3	$541K	Buy	1,817 +227	+14%	+$63.9K	0.02%	612
2025 Q2	$458K	Buy	1,590 +405	+34%	+$100K	0.02%	635
2025 Q1	$274K	Buy	+1,185	New	+$271K	0.01%	802
2021 Q2	–	Sell	-1,699	Closed	-$439K	–	2649
2021 Q1	$439K	Sell	1,699 -1,392	-45%	-$388K	0.02%	696
2020 Q4	$842K	Sell	3,091 -360	-10%	-$101K	0.04%	372
2020 Q3	$970K	Buy	3,451 +1,182	+52%	+$312K	0.05%	301
2020 Q2	$532K	Sell	2,269 -213	-9%	-$42.2K	0.03%	437
2020 Q1	$388K	Buy	2,482 +1,301	+110%	+$191K	0.03%	469
2019 Q4	$166K	Sell	1,181 -64	-5%	-$9.4K	0.01%	776
2019 Q3	$190K	Buy	+1,245	New	+$200K	0.02%	663
2017 Q1	–	Sell	-38	Closed	-$2K	–	557
2016 Q4	$2K	Buy	+38	New	+$1.55K	﹤0.01%	597