AWA
Alta Wealth Advisors’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,179
| Closed | -$2.53M | – | 135 |
|
|
2025
Q1 | $2.53M | Sell |
3,179
-67
| -2% | -$53.3K | 1.16% | 20 |
|
|
2024
Q4 | $3.44M | Buy |
3,246
+103
| +3% | +$109K | 1.51% | 15 |
|
|
2024
Q3 | $2.81M | Buy |
3,143
+760
| +32% | +$680K | 1.28% | 18 |
|
|
2024
Q2 | $1.87M | Buy |
2,383
+8
| +0.3% | +$6.29K | 0.94% | 22 |
|
|
2024
Q1 | $1.81M | Buy |
2,375
+1
| +0% | +$762 | 0.92% | 24 |
|
|
2023
Q4 | $1.68M | Sell |
2,374
-8
| -0.3% | -$5.65K | 0.94% | 26 |
|
|
2023
Q3 | $1.33M | Sell |
2,382
-44
| -2% | -$24.6K | 0.82% | 33 |
|
|
2023
Q2 | $1.36M | Sell |
2,426
-29
| -1% | -$16.3K | 0.8% | 32 |
|
|
2023
Q1 | $1.14M | Sell |
2,455
-5
| -0.2% | -$2.32K | 0.72% | 33 |
|
|
2022
Q4 | $955K | Buy |
2,460
+50
| +2% | +$19.4K | 0.65% | 42 |
|
|
2022
Q3 | $910K | Hold |
2,410
| – | – | 0.65% | 41 |
|
|
2022
Q2 | $1.14M | Sell |
2,410
-30
| -1% | -$14.2K | 0.79% | 32 |
|
|
2022
Q1 | $1.36M | Sell |
2,440
-133
| -5% | -$74.1K | 0.81% | 33 |
|
|
2021
Q4 | $1.67M | Sell |
2,573
-68
| -3% | -$44.1K | 1.03% | 25 |
|
|
2021
Q3 | $1.64M | Sell |
2,641
-60
| -2% | -$37.3K | 1.19% | 19 |
|
|
2021
Q2 | $1.48M | Sell |
2,701
-7
| -0.3% | -$3.85K | 1.09% | 22 |
|
|
2021
Q1 | $1.35M | Buy |
2,708
+3
| +0.1% | +$1.5K | 1.13% | 20 |
|
|
2020
Q4 | $1.49M | Buy |
+2,705
| New | +$1.49M | 1.25% | 16 |
|