Baker Tilly Wealth Management’s ServiceNow NOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,544	Closed	-$237K	–	303
2025 Q4	$237K	Buy	1,544 +94	+6%	+$16.1K	0.06%	249
2025 Q3	$267K	Sell	1,450 -360	-20%	-$67.2K	0.06%	232
2025 Q2	$372K	Buy	1,810 +140	+8%	+$26.4K	0.13%	161
2025 Q1	$266K	Sell	1,670 -345	-17%	-$66.5K	0.1%	197
2024 Q4	$427K	Sell	2,015 -1,000	-33%	-$203K	0.17%	137
2024 Q3	$539K	Sell	3,015 -1,605	-35%	-$264K	0.24%	106
2024 Q2	$727K	Sell	4,620 -14,770	-76%	-$2.17M	0.3%	84
2024 Q1	$2.96M	Sell	19,390 -8,315	-30%	-$1.26M	0.53%	40
2023 Q4	$3.91M	Sell	27,705 -1,620	-6%	-$204K	0.64%	26
2023 Q3	$3.28M	Sell	29,325 -9,165	-24%	-$1.05M	0.54%	35
2023 Q2	$4.33M	Sell	38,490 -585	-1%	-$58.5K	0.45%	48
2023 Q1	$3.63M	Sell	39,075 -6,115	-14%	-$533K	0.41%	56
2022 Q4	$3.51M	Buy	45,190 +13,140	+41%	+$1.03M	0.43%	57
2022 Q3	$2.42M	Sell	32,050 -1,730	-5%	-$156K	0.33%	69
2022 Q2	$3.21M	Buy	33,780 +155	+0.5%	+$14.8K	0.42%	58
2022 Q1	$3.75M	Buy	33,625 +4,425	+15%	+$496K	0.41%	55
2021 Q4	$3.79M	Buy	29,200 +4,185	+17%	+$549K	0.41%	48
2021 Q3	$3.11M	Buy	25,015 +160	+0.6%	+$19.4K	0.41%	47
2021 Q2	$2.73M	Buy	24,855 +2,645	+12%	+$268K	0.44%	47
2021 Q1	$2.22M	Buy	22,210 +3,815	+21%	+$403K	0.45%	47
2020 Q4	$2.02M	Buy	+18,395	New	+$1.91M	0.63%	39