CTWM
Cherry Tree Wealth Management’s ServiceNow NOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-29
| Closed | -$23.1K | – | 702 |
|
2025
Q1 | $23.1K | Hold |
29
| – | – | 0.01% | 328 |
|
2024
Q4 | $30.7K | Hold |
29
| – | – | 0.01% | 294 |
|
2024
Q3 | $25.9K | Hold |
29
| – | – | 0.01% | 309 |
|
2024
Q2 | $22.8K | Buy |
29
+25
| +625% | +$19.7K | 0.01% | 316 |
|
2024
Q1 | $3.05K | Hold |
4
| – | – | ﹤0.01% | 478 |
|
2023
Q4 | $2.83K | Hold |
4
| – | – | ﹤0.01% | 480 |
|
2023
Q3 | $2.24K | Hold |
4
| – | – | ﹤0.01% | 475 |
|
2023
Q2 | $2.25K | Buy |
+4
| New | +$2.25K | ﹤0.01% | 486 |
|