Beta Wealth Group’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
1,562
-1,006
| -39% | -$1.03M | 0.59% | 42 |
|
|
2025
Q1 | $2.04M | Buy |
2,568
+99
| +4% | +$78.8K | 0.73% | 36 |
|
|
2024
Q4 | $2.62M | Buy |
2,469
+49
| +2% | +$51.9K | 1.16% | 27 |
|
|
2024
Q3 | $2.16M | Buy |
2,420
+82
| +4% | +$73.3K | 0.98% | 30 |
|
|
2024
Q2 | $1.84M | Buy |
2,338
+101
| +5% | +$79.5K | 0.87% | 32 |
|
|
2024
Q1 | $1.71M | Buy |
2,237
+110
| +5% | +$83.9K | 0.83% | 33 |
|
|
2023
Q4 | $1.5M | Buy |
2,127
+75
| +4% | +$53K | 0.79% | 31 |
|
|
2023
Q3 | $1.15M | Buy |
2,052
+29
| +1% | +$16.2K | 0.68% | 34 |
|
|
2023
Q2 | $1.14M | Buy |
2,023
+75
| +4% | +$42.1K | 0.66% | 37 |
|
|
2023
Q1 | $905K | Buy |
1,948
+69
| +4% | +$32.1K | 0.52% | 43 |
|
|
2022
Q4 | $730K | Buy |
1,879
+74
| +4% | +$28.7K | 0.49% | 43 |
|
|
2022
Q3 | $682K | Buy |
1,805
+86
| +5% | +$32.5K | 0.49% | 42 |
|
|
2022
Q2 | $817K | Buy |
1,719
+351
| +26% | +$167K | 0.55% | 40 |
|
|
2022
Q1 | $762K | Buy |
1,368
+184
| +16% | +$102K | 0.51% | 42 |
|
|
2021
Q4 | $737K | Hold |
1,184
| – | – | 0.53% | 39 |
|
|
2021
Q3 | $737K | Buy |
1,184
+79
| +7% | +$49.2K | 0.53% | 39 |
|
|
2021
Q2 | $607K | Buy |
+1,105
| New | +$607K | 0.42% | 40 |
|