Caldwell Trust’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
492
+52
|
|
||||
|
2025
Q1 | $350K | Buy |
440
+126
|
|
||||
|
2024
Q4 | $333K | Buy |
314
+55
|
|
||||
|
2024
Q3 | $232K | Buy |
259
+97
|
|
||||
|
2024
Q2 | $127K | Buy |
162
+21
|
|
||||
|
2024
Q1 | $107K | Sell |
141
-35
|
|
||||
|
2023
Q4 | $124K | Buy |
176
+77
|
|
||||
|
2023
Q3 | $55.3K | Buy |
99
+14
|
|
||||
|
2023
Q2 | $47.8K | Hold |
85
|
|
||||
|
2023
Q1 | $39.5K | Hold |
85
|
|
||||
|
2022
Q4 | $33K | Hold |
85
|
|
||||
|
2022
Q3 | $32.1K | Hold |
85
|
|
||||
|
2022
Q2 | $40.4K | Hold |
85
|
|
||||
|
2022
Q1 | $47.3K | Hold |
85
|
|
||||
|
2021
Q4 | $55.2K | Hold |
85
|
|
||||
|
2021
Q3 | $52.9K | Hold |
85
|
|
||||
|
2021
Q2 | $46.7K | Hold |
85
|
|
||||
|
2021
Q1 | $42.5K | Hold |
85
|
|
||||
|
2020
Q4 | $46.8K | Hold |
85
|
|
||||
|
2020
Q3 | $41.2K | Hold |
85
|
|
||||
|
2020
Q2 | $34.4K | Hold |
85
|
|
||||
|
2020
Q1 | $24.4K | Hold |
85
|
|
||||
|
2019
Q4 | $24K | Buy |
+85
|
|