WealthPlan Investment Management’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-581	Closed	-$113K	–	353
2023 Q2	$113K	Buy	581 +17	+3%	+$3.3K	0.03%	149
2023 Q1	$104K	Buy	+564	New	+$104K	0.02%	196