Concord Wealth Partners’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.57M | Buy |
1,528
+222
| +17% | +$228K | 0.23% | 100 |
|
2025
Q1 | $1.04M | Sell |
1,306
-137
| -9% | -$109K | 0.17% | 114 |
|
2024
Q4 | $1.53M | Buy |
1,443
+129
| +10% | +$137K | 0.25% | 82 |
|
2024
Q3 | $1.18M | Buy |
1,314
+101
| +8% | +$90.3K | 0.2% | 89 |
|
2024
Q2 | $954K | Buy |
1,213
+157
| +15% | +$124K | 0.17% | 103 |
|
2024
Q1 | $805K | Buy |
1,056
+247
| +31% | +$188K | 0.14% | 108 |
|
2023
Q4 | $572K | Buy |
809
+253
| +46% | +$179K | 0.11% | 117 |
|
2023
Q3 | $311K | Buy |
556
+31
| +6% | +$17.3K | 0.07% | 149 |
|
2023
Q2 | $295K | Buy |
525
+235
| +81% | +$132K | 0.06% | 153 |
|
2023
Q1 | $135K | Buy |
290
+137
| +90% | +$63.7K | 0.04% | 213 |
|
2022
Q4 | $59.4K | Buy |
+153
| New | +$59.4K | 0.02% | 346 |
|
2022
Q3 | – | Sell |
-345
| Closed | -$164K | – | 781 |
|
2022
Q2 | $164K | Buy |
345
+315
| +1,050% | +$150K | 0.05% | 184 |
|
2022
Q1 | $17K | Buy |
30
+20
| +200% | +$11.3K | ﹤0.01% | 665 |
|
2021
Q4 | $6K | Buy |
10
+4
| +67% | +$2.4K | ﹤0.01% | 908 |
|
2021
Q3 | $4K | Sell |
6
-2
| -25% | -$1.33K | ﹤0.01% | 638 |
|
2021
Q2 | $4K | Sell |
8
-27
| -77% | -$13.5K | ﹤0.01% | 773 |
|
2021
Q1 | $18K | Buy |
35
+32
| +1,067% | +$16.5K | 0.01% | 488 |
|
2020
Q4 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 550 |
|