Circle Wealth Management’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Buy |
3,512
+250
| +8% | +$257K | 0.08% | 58 |
|
|
2025
Q1 | $2.6M | Buy |
3,262
+565
| +21% | +$450K | 0.06% | 62 |
|
|
2024
Q4 | $2.86M | Hold |
2,697
| – | – | 0.06% | 60 |
|
|
2024
Q3 | $2.41M | Buy |
2,697
+1,393
| +107% | +$1.25M | 0.05% | 64 |
|
|
2024
Q2 | $1.03M | Buy |
+1,304
| New | +$1.03M | 0.02% | 95 |
|
|
2023
Q4 | – | Sell |
-795
| Closed | -$444K | – | 197 |
|
|
2023
Q3 | $444K | Buy |
+795
| New | +$444K | 0.01% | 140 |
|
|
2021
Q1 | – | Sell |
-3,172
| Closed | -$1.75M | – | 199 |
|
|
2020
Q4 | $1.75M | Sell |
3,172
-48
| -1% | -$26.4K | 0.25% | 45 |
|
|
2020
Q3 | $1.56M | Sell |
3,220
-887
| -22% | -$430K | 0.26% | 40 |
|
|
2020
Q2 | $1.66M | Buy |
4,107
+275
| +7% | +$111K | 0.29% | 39 |
|
|
2020
Q1 | $1.1M | Buy |
3,832
+70
| +2% | +$20.1K | 0.21% | 58 |
|
|
2019
Q4 | $1.06M | Buy |
3,762
+684
| +22% | +$193K | 0.18% | 66 |
|
|
2019
Q3 | $781K | Sell |
3,078
-15
| -0.5% | -$3.81K | 0.17% | 73 |
|
|
2019
Q2 | $849K | Buy |
3,093
+26
| +0.8% | +$7.14K | 0.18% | 72 |
|
|
2019
Q1 | $756K | Buy |
3,067
+5
| +0.2% | +$1.23K | 0.17% | 83 |
|
|
2018
Q4 | $545K | Buy |
3,062
+62
| +2% | +$11K | 0.2% | 40 |
|
|
2018
Q3 | $587K | Hold |
3,000
| – | – | 0.19% | 48 |
|
|
2018
Q2 | $517K | Hold |
3,000
| – | – | 0.18% | 49 |
|
|
2018
Q1 | $496K | Hold |
3,000
| – | – | 0.18% | 51 |
|
|
2017
Q4 | $391K | Buy |
+3,000
| New | +$391K | 0.15% | 63 |
|