AWA
Amplius Wealth Advisors’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
264
+5
| +2% | +$5.14K | 0.03% | 167 |
|
|
2025
Q1 | $206K | Buy |
259
+4
| +2% | +$3.19K | 0.02% | 176 |
|
|
2024
Q4 | $270K | Buy |
255
+1
| +0.4% | +$1.06K | 0.03% | 148 |
|
|
2024
Q3 | $227K | Sell |
254
-22
| -8% | -$19.7K | 0.02% | 161 |
|
|
2024
Q2 | $217K | Sell |
276
-9
| -3% | -$7.08K | 0.02% | 157 |
|
|
2024
Q1 | $217K | Buy |
+285
| New | +$217K | 0.02% | 163 |
|
|
2023
Q3 | – | Sell |
-440
| Closed | -$247K | – | 167 |
|
|
2023
Q2 | $247K | Buy |
+440
| New | +$247K | 0.03% | 141 |
|
|
2022
Q2 | – | Sell |
-523
| Closed | -$291K | – | 191 |
|
|
2022
Q1 | $291K | Buy |
523
+1
| +0.2% | +$556 | 0.04% | 133 |
|
|
2021
Q4 | $338K | Buy |
+522
| New | +$338K | 0.05% | 143 |
|