Summit Trail 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
Q2
$353K Buy
2024
Q3
Sell
2024
Q2
$206K Buy
2024
Q1
$242K Buy
2023
Q4
Sell
2023
Q3
$205K Buy
2018
Q1
Sell
2017
Q4
$63K Buy