Carson Wealth (CWM LLC)’s ServiceNow NOW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.1M Buy
11,724
+2,569
+28% +$2.64M 0.04% 350
2025
Q1
$7.29M Buy
9,155
+3,099
+51% +$2.47M 0.03% 425
2024
Q4
$6.42M Sell
6,056
-14,384
-70% -$15.2M 0.03% 422
2024
Q3
$18.3M Sell
20,440
-2,055
-9% -$1.84M 0.08% 221
2024
Q2
$17.7M Sell
22,495
-1,162
-5% -$914K 0.08% 221
2024
Q1
$18M Buy
23,657
+626
+3% +$477K 0.09% 210
2023
Q4
$16.3M Buy
23,031
+70
+0.3% +$49.5K 0.09% 214
2023
Q3
$12.8M Sell
22,961
-738
-3% -$413K 0.08% 206
2023
Q2
$13.3M Sell
23,699
-11,679
-33% -$6.56M 0.08% 199
2023
Q1
$16.4M Sell
35,378
-139
-0.4% -$64.6K 0.11% 165
2022
Q4
$13.8M Sell
35,517
-4,972
-12% -$1.93M 0.1% 171
2022
Q3
$15.3M Sell
40,489
-1,517
-4% -$573K 0.12% 153
2022
Q2
$20M Sell
42,006
-3,317
-7% -$1.58M 0.15% 123
2022
Q1
$25.2M Buy
45,323
+196
+0.4% +$109K 0.18% 113
2021
Q4
$29.3M Buy
+45,127
New +$29.3M 0.21% 100
2021
Q2
$22.5M Hold
40,963
0.18% 116
2021
Q1
$22.5M Hold
40,963
0.18% 116
2020
Q4
$22.5M Hold
40,963
0.18% 116
2020
Q3
$22.5M Hold
40,963
0.18% 116
2020
Q2
$22.5M Hold
40,963
0.18% 116
2020
Q1
$22.5M Hold
40,963
0.18% 116
2019
Q4
$22.5M Hold
40,963
0.18% 116
2019
Q3
$22.5M Hold
40,963
0.18% 116
2019
Q2
$22.5M Hold
40,963
0.18% 116
2019
Q1
$22.5M Buy
40,963
+40,893
+58,419% +$22.5M 0.18% 116
2018
Q4
$12K Buy
70
+35
+100% +$6K ﹤0.01% 1271
2018
Q3
$7K Buy
35
+5
+17% +$1K ﹤0.01% 1251
2018
Q2
$5K Hold
30
﹤0.01% 1199
2018
Q1
$5K Hold
30
﹤0.01% 1020
2017
Q4
$4K Buy
+30
New +$4K ﹤0.01% 1145
2017
Q3
Sell
-40
Closed -$4K 1532
2017
Q2
$4K Buy
+40
New +$4K ﹤0.01% 919
2017
Q1
Sell
-70
Closed -$5K 1261
2016
Q4
$5K Buy
+70
New +$5K ﹤0.01% 855
2014
Q1
Sell
-57
Closed -$3K 342
2013
Q4
$3K Sell
57
-3
-5% -$158 ﹤0.01% 524
2013
Q3
$3K Buy
+60
New +$3K ﹤0.01% 419