Congress Wealth Management’s ServiceNow NOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$29.2M	Buy	142,250 +2,235	+2%	+$422K	0.28%	86
2025 Q1	$22.3M	Buy	140,015 +2,915	+2%	+$562K	0.27%	96
2024 Q4	$29.1M	Buy	137,100 +2,085	+2%	+$422K	0.4%	60
2024 Q3	$24.2M	Buy	135,015 +2,245	+2%	+$369K	0.32%	77
2024 Q2	$20.9M	Buy	132,770 +2,825	+2%	+$415K	0.33%	73
2024 Q1	$19.8M	Buy	129,945 +3,770	+3%	+$571K	0.34%	71
2023 Q4	$17.8M	Buy	126,175 +6,385	+5%	+$805K	0.33%	73
2023 Q3	$13.4M	Buy	119,790 +8,925	+8%	+$1.02M	0.28%	93
2023 Q2	$12.5M	Buy	110,865 +650	+0.6%	+$65K	0.29%	103
2023 Q1	$10.2M	Buy	110,215 +12,025	+12%	+$1.05M	0.25%	131
2022 Q4	$7.63M	Sell	98,190 -2,760	-3%	-$216K	0.2%	149
2022 Q3	$7.62M	Buy	100,950 +80	+0.1%	+$7.2K	0.21%	147
2022 Q2	$9.59M	Buy	100,870 +2,880	+3%	+$275K	0.25%	121
2022 Q1	$10.9M	Buy	97,990 +95,690	+4,160%	+$10.7M	0.24%	113
2021 Q4	$299K	Buy	+2,300	New	+$302K	0.01%	539