Summit Financial’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	$610K	Sell	2,117 -195	-8%	-$56.2K	0.01%	530
2025 Q1	$536K	Sell	2,312 -225	-9%	-$52.1K	0.02%	494
2024 Q4	$533K	Buy	2,537 +990	+64%	+$208K	0.02%	440
2024 Q3	$325K	Buy	+1,547	New	+$325K	0.01%	447