Avantax Planning Partners’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
1,033
+87
| +9% | +$89.5K | 0.03% | 188 |
|
|
2025
Q1 | $753K | Buy |
946
+56
| +6% | +$44.6K | 0.03% | 202 |
|
|
2024
Q4 | $944K | Buy |
890
+14
| +2% | +$14.8K | 0.03% | 188 |
|
|
2024
Q3 | $784K | Sell |
876
-738
| -46% | -$660K | 0.03% | 194 |
|
|
2024
Q2 | $1.27M | Sell |
1,614
-92
| -5% | -$72.4K | 0.04% | 189 |
|
|
2024
Q1 | $1.3M | Buy |
1,706
+139
| +9% | +$106K | 0.04% | 190 |
|
|
2023
Q4 | $1.11M | Buy |
1,567
+240
| +18% | +$170K | 0.04% | 164 |
|
|
2023
Q3 | $742K | Sell |
1,327
-116
| -8% | -$64.8K | 0.03% | 188 |
|
|
2023
Q2 | $811K | Sell |
1,443
-21
| -1% | -$11.8K | 0.03% | 184 |
|
|
2023
Q1 | $680K | Sell |
1,464
-234
| -14% | -$109K | 0.03% | 208 |
|
|
2022
Q4 | $659K | Buy |
1,698
+6
| +0.4% | +$2.33K | 0.03% | 209 |
|
|
2022
Q3 | $639K | Buy |
1,692
+49
| +3% | +$18.5K | 0.03% | 197 |
|
|
2022
Q2 | $781K | Buy |
1,643
+551
| +50% | +$262K | 0.03% | 182 |
|
|
2022
Q1 | $608K | Buy |
1,092
+63
| +6% | +$35.1K | 0.02% | 208 |
|
|
2021
Q4 | $668K | Buy |
1,029
+25
| +2% | +$16.2K | 0.03% | 190 |
|
|
2021
Q3 | $625K | Buy |
1,004
+111
| +12% | +$69.1K | 0.03% | 182 |
|
|
2021
Q2 | $491K | Buy |
893
+355
| +66% | +$195K | 0.02% | 198 |
|
|
2021
Q1 | $269K | Buy |
+538
| New | +$269K | 0.01% | 253 |
|
|
2020
Q4 | – | Sell |
-1,166
| Closed | -$566K | – | 304 |
|
|
2020
Q3 | $566K | Buy |
1,166
+5
| +0.4% | +$2.43K | 0.03% | 172 |
|
|
2020
Q2 | $470K | Sell |
1,161
-14
| -1% | -$5.67K | 0.03% | 176 |
|
|
2020
Q1 | $337K | Sell |
1,175
-25
| -2% | -$7.17K | 0.02% | 190 |
|
|
2019
Q4 | $339K | Buy |
1,200
+1
| +0.1% | +$283 | 0.02% | 219 |
|
|
2019
Q3 | $304K | Buy |
1,199
+11
| +0.9% | +$2.79K | 0.02% | 231 |
|
|
2019
Q2 | $348K | Sell |
1,188
-2
| -0.2% | -$586 | 0.02% | 214 |
|
|
2019
Q1 | $293K | Buy |
1,190
+35
| +3% | +$8.62K | 0.02% | 233 |
|
|
2018
Q4 | $206K | Buy |
1,155
+99
| +9% | +$17.7K | 0.02% | 255 |
|
|
2018
Q3 | $207K | Buy |
+1,056
| New | +$207K | 0.02% | 236 |
|
|
2018
Q2 | – | Sell |
-1,108
| Closed | -$183K | – | 1032 |
|
|
2018
Q1 | $183K | Buy |
+1,108
| New | +$183K | 0.02% | 312 |
|