CWP
CFM Wealth Partners’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
5,639
+899
| +19% | +$924K | 0.92% | 31 |
|
|
2025
Q1 | $3.77M | Buy |
4,740
+423
| +10% | +$337K | 0.67% | 41 |
|
|
2024
Q4 | $4.58M | Buy |
4,317
+63
| +1% | +$66.8K | 0.77% | 33 |
|
|
2024
Q3 | $3.8M | Buy |
4,254
+390
| +10% | +$349K | 0.66% | 39 |
|
|
2024
Q2 | $3.04M | Buy |
3,864
+429
| +12% | +$337K | 0.56% | 43 |
|
|
2024
Q1 | $2.62M | Buy |
3,435
+2,006
| +140% | +$1.53M | 0.53% | 50 |
|
|
2023
Q4 | $1.01M | Sell |
1,429
-8
| -0.6% | -$5.65K | 0.23% | 74 |
|
|
2023
Q3 | $803K | Buy |
1,437
+298
| +26% | +$167K | 0.21% | 76 |
|
|
2023
Q2 | $640K | Buy |
1,139
+108
| +10% | +$60.7K | 0.16% | 97 |
|
|
2023
Q1 | $479K | Sell |
1,031
-151
| -13% | -$70.2K | 0.13% | 108 |
|
|
2022
Q4 | $459K | Buy |
1,182
+536
| +83% | +$208K | 0.14% | 113 |
|
|
2022
Q3 | $244K | Buy |
646
+15
| +2% | +$5.67K | 0.08% | 138 |
|
|
2022
Q2 | $300K | Sell |
631
-77
| -11% | -$36.6K | 0.09% | 132 |
|
|
2022
Q1 | $394K | Hold |
708
| – | – | 0.09% | 131 |
|
|
2021
Q4 | $446K | Hold |
708
| – | – | 0.1% | 120 |
|
|
2021
Q3 | $440K | Hold |
708
| – | – | 0.11% | 116 |
|
|
2021
Q2 | $389K | Buy |
708
+87
| +14% | +$47.8K | 0.1% | 115 |
|
|
2021
Q1 | $311K | Buy |
621
+73
| +13% | +$36.6K | 0.09% | 122 |
|
|
2020
Q4 | $302K | Sell |
548
-8
| -1% | -$4.41K | 0.1% | 114 |
|
|
2020
Q3 | $269K | Sell |
556
-9
| -2% | -$4.35K | 0.1% | 119 |
|
|
2020
Q2 | $228K | Sell |
565
-29
| -5% | -$11.7K | 0.09% | 135 |
|
|
2020
Q1 | $170K | Buy |
594
+39
| +7% | +$11.2K | 0.08% | 147 |
|
|
2019
Q4 | $172K | Buy |
+555
| New | +$172K | 0.06% | 158 |
|