Baldwin Wealth 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 | – | Sell |
-396
| Closed | -$315K | – | 232 |
|
|
2025
Q1 | $315K | Hold |
396
| – | – | 0.02% | 177 |
|
|
2024
Q4 | $420K | Buy |
396
+1
| +0.3% | +$1.06K | 0.03% | 165 |
|
|
2024
Q3 | $353K | Buy |
395
+43
| +12% | +$38.5K | 0.02% | 254 |
|
|
2024
Q2 | $277K | Buy |
352
+2
| +0.6% | +$1.57K | 0.02% | 171 |
|
|
2024
Q1 | $267K | Hold |
350
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $247K | Hold |
350
| – | – | 0.02% | 195 |
|
|
2023
Q3 | $196K | Hold |
350
| – | – | 0.02% | 221 |
|
|
2023
Q2 | $197K | Sell |
350
-5
| -1% | -$2.81K | 0.02% | 240 |
|
|
2023
Q1 | $165K | Hold |
355
| – | – | 0.01% | 256 |
|
|
2022
Q4 | $138K | Sell |
355
-145
| -29% | -$56.3K | 0.01% | 277 |
|
|
2022
Q3 | $189K | Hold |
500
| – | – | 0.03% | 175 |
|
|
2022
Q2 | $238K | Hold |
500
| – | – | 0.03% | 163 |
|
|
2022
Q1 | $278K | Hold |
500
| – | – | 0.03% | 170 |
|
|
2021
Q4 | $325K | Hold |
500
| – | – | 0.03% | 157 |
|
|
2021
Q3 | $311K | Hold |
500
| – | – | 0.03% | 160 |
|
|
2021
Q2 | $275K | Hold |
500
| – | – | 0.03% | 169 |
|
|
2021
Q1 | $250K | Buy |
500
+200
| +67% | +$100K | 0.03% | 163 |
|
|
2020
Q4 | $165K | Buy |
300
+50
| +20% | +$27.5K | 0.02% | 195 |
|
|
2020
Q3 | $121K | Hold |
250
| – | – | 0.02% | 211 |
|
|
2020
Q2 | $101K | Buy |
+250
| New | +$101K | 0.01% | 223 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$49K | – | 531 |
|
|
2018
Q3 | $49K | Buy |
+250
| New | +$49K | 0.01% | 318 |
|