AE Wealth Management’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Sell |
3,795
-9
| -0.2% | -$9.25K | 0.03% | 399 |
|
|
2025
Q1 | $3.03M | Sell |
3,804
-352
| -8% | -$280K | 0.03% | 439 |
|
|
2024
Q4 | $4.41M | Sell |
4,156
-357
| -8% | -$378K | 0.04% | 362 |
|
|
2024
Q3 | $4.04M | Sell |
4,513
-2,261
| -33% | -$2.02M | 0.04% | 372 |
|
|
2024
Q2 | $5.33M | Buy |
6,774
+1,882
| +38% | +$1.48M | 0.05% | 314 |
|
|
2024
Q1 | $3.73M | Sell |
4,892
-21,547
| -81% | -$16.4M | 0.04% | 358 |
|
|
2023
Q4 | $20.3M | Sell |
26,439
-2,337
| -8% | -$1.8M | 0.1% | 220 |
|
|
2023
Q3 | $16.1M | Buy |
28,776
+7,203
| +33% | +$4.03M | 0.1% | 233 |
|
|
2023
Q2 | $12.1M | Buy |
21,573
+5,815
| +37% | +$3.27M | 0.07% | 331 |
|
|
2023
Q1 | $7.32M | Buy |
15,758
+2,174
| +16% | +$1.01M | 0.05% | 419 |
|
|
2022
Q4 | $5.27M | Sell |
13,584
-274
| -2% | -$106K | 0.04% | 471 |
|
|
2022
Q3 | $5.23M | Buy |
13,858
+195
| +1% | +$73.6K | 0.04% | 421 |
|
|
2022
Q2 | $6.5M | Buy |
13,663
+1,028
| +8% | +$489K | 0.05% | 366 |
|
|
2022
Q1 | $7.04M | Sell |
12,635
-2,224
| -15% | -$1.24M | 0.05% | 360 |
|
|
2021
Q4 | $9.65M | Sell |
14,859
-541
| -4% | -$351K | 0.07% | 271 |
|
|
2021
Q3 | $9.58M | Buy |
15,400
+626
| +4% | +$390K | 0.08% | 246 |
|
|
2021
Q2 | $8.12M | Sell |
14,774
-2,778
| -16% | -$1.53M | 0.07% | 255 |
|
|
2021
Q1 | $8.78M | Buy |
17,552
+9,174
| +110% | +$4.59M | 0.09% | 221 |
|
|
2020
Q4 | $4.61M | Buy |
8,378
+765
| +10% | +$421K | 0.05% | 286 |
|
|
2020
Q3 | $3.69M | Sell |
7,613
-1,588
| -17% | -$770K | 0.05% | 282 |
|
|
2020
Q2 | $3.73M | Buy |
9,201
+4,990
| +118% | +$2.02M | 0.06% | 271 |
|
|
2020
Q1 | $1.21M | Buy |
+4,211
| New | +$1.21M | 0.03% | 430 |
|
|
2019
Q4 | – | Sell |
-1,067
| Closed | -$271K | – | 1154 |
|
|
2019
Q3 | $271K | Sell |
1,067
-23
| -2% | -$5.84K | 0.01% | 820 |
|
|
2019
Q2 | $299K | Buy |
+1,090
| New | +$299K | 0.01% | 751 |
|