9258 Wealth Management’s ServiceNow NOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$750K Sell
839
-4
-0.5% -$3.58K 0.11% 152
2024
Q2
$663K Hold
843
0.1% 161
2024
Q1
$643K Sell
843
-6
-0.7% -$4.57K 0.1% 168
2023
Q4
$600K Sell
849
-4
-0.5% -$2.83K 0.11% 161
2023
Q3
$477K Buy
853
+5
+0.6% +$2.8K 0.09% 182
2023
Q2
$477K Sell
848
-35
-4% -$19.7K 0.09% 190
2023
Q1
$410K Sell
883
-3
-0.3% -$1.39K 0.08% 207
2022
Q4
$344K Buy
886
+315
+55% +$122K 0.07% 225
2022
Q3
$216K Sell
571
-19
-3% -$7.19K 0.06% 291
2022
Q2
$281K Sell
590
-22
-4% -$10.5K 0.07% 262
2022
Q1
$341K Buy
612
+29
+5% +$16.2K 0.08% 256
2021
Q4
$378K Buy
583
+4
+0.7% +$2.59K 0.09% 244
2021
Q3
$360K Hold
579
0.1% 223
2021
Q2
$318K Buy
579
+9
+2% +$4.94K 0.09% 248
2021
Q1
$285K Buy
570
+2
+0.4% +$1K 0.09% 253
2020
Q4
$313K Buy
568
+1
+0.2% +$551 0.1% 222
2020
Q3
$282K Sell
567
-200
-26% -$99.5K 0.11% 212
2020
Q2
$311K Hold
767
0.13% 195
2020
Q1
$237K Hold
767
0.1% 221
2019
Q4
$217K Buy
+767
New +$217K 0.08% 265
2019
Q3
Sell
-767
Closed -$211K 187
2019
Q2
$211K Buy
+767
New +$211K 0.17% 157