CWS
Confluence Wealth Services’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Sell |
692
-81
| -10% | -$83.3K | 0.04% | 211 |
|
|
2025
Q1 | $628K | Buy |
773
+412
| +114% | +$335K | 0.04% | 200 |
|
|
2024
Q4 | $409K | Buy |
361
+41
| +13% | +$46.5K | 0.03% | 246 |
|
|
2024
Q3 | $286K | Buy |
+320
| New | +$286K | 0.02% | 289 |
|
|
2022
Q1 | – | Sell |
-155
| Closed | -$100K | – | 841 |
|
|
2021
Q4 | $100K | Buy |
+155
| New | +$100K | 0.03% | 335 |
|