Whalen Wealth Management’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	–	Sell	-2,780	Closed	-$644K	–	226
2025 Q1	$644K	Buy	+2,780	New	+$644K	0.43%	46
2024 Q1	–	Sell	-3,315	Closed	-$638K	–	159
2023 Q4	$638K	Buy	+3,315	New	+$638K	0.57%	45