Cooper/Haims Advisors’s ServiceNow NOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
369
+32
+9% +$32.9K 0.19% 48
2025
Q1
$268K Hold
337
0.15% 61
2024
Q4
$357K Hold
337
0.2% 50
2024
Q3
$301K Sell
337
-30
-8% -$26.8K 0.17% 60
2024
Q2
$289K Buy
367
+20
+6% +$15.7K 0.16% 57
2024
Q1
$265K Buy
347
+20
+6% +$15.2K 0.15% 63
2023
Q4
$231K Sell
327
-80
-20% -$56.5K 0.13% 69
2023
Q3
$227K Hold
407
0.18% 61
2023
Q2
$229K Buy
+407
New +$229K 0.18% 64
2022
Q3
Sell
-428
Closed -$204K 77
2022
Q2
$204K Sell
428
-6
-1% -$2.86K 0.13% 71
2022
Q1
$242K Hold
434
0.16% 69
2021
Q4
$282K Hold
434
0.17% 59
2021
Q3
$270K Sell
434
-100
-19% -$62.2K 0.16% 63
2021
Q2
$293K Buy
534
+100
+23% +$54.9K 0.19% 59
2021
Q1
$217K Hold
434
0.15% 70
2020
Q4
$239K Sell
434
-198
-31% -$109K 0.18% 56
2020
Q3
$307K Hold
632
0.25% 42
2020
Q2
$256K Buy
+632
New +$256K 0.21% 43