Triad Wealth Partners’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	$235K	Sell	817 -122	-13%	-$35.1K	0.05%	254
2025 Q1	$218K	Sell	939 -68	-7%	-$15.8K	0.07%	198
2024 Q4	$212K	Buy	+1,007	New	+$212K	0.08%	167
2024 Q3	–	Sell	-626	Closed	-$115K	–	888
2024 Q2	$115K	Buy	+626	New	+$115K	0.06%	141