Cooper/Haims Advisors’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,685
| Closed | -$258K | – | 110 |
|
|
2025
Q4 | $258K | Hold |
1,685
| – | – | 0.12% | 76 |
|
|
2025
Q3 | $310K | Sell |
1,685
-160
| -9% | -$29.9K | 0.14% | 61 |
|
|
2025
Q2 | $379K | Buy |
1,845
+160
| +9% | +$30.2K | 0.19% | 48 |
|
|
2025
Q1 | $268K | Hold |
1,685
| – | – | 0.15% | 61 |
|
|
2024
Q4 | $357K | Hold |
1,685
| – | – | 0.2% | 50 |
|
|
2024
Q3 | $301K | Sell |
1,685
-150
| -8% | -$24.7K | 0.17% | 60 |
|
|
2024
Q2 | $289K | Buy |
1,835
+100
| +6% | +$14.7K | 0.16% | 57 |
|
|
2024
Q1 | $265K | Buy |
1,735
+100
| +6% | +$15.2K | 0.15% | 63 |
|
|
2023
Q4 | $231K | Sell |
1,635
-400
| -20% | -$50.4K | 0.13% | 69 |
|
|
2023
Q3 | $227K | Hold |
2,035
| – | – | 0.18% | 61 |
|
|
2023
Q2 | $229K | Buy |
+2,035
| New | +$203K | 0.18% | 64 |
|
|
2022
Q3 | – | Sell |
-2,140
| Closed | -$204K | – | 77 |
|
|
2022
Q2 | $204K | Sell |
2,140
-30
| -1% | -$2.86K | 0.13% | 71 |
|
|
2022
Q1 | $242K | Hold |
2,170
| – | – | 0.16% | 69 |
|
|
2021
Q4 | $282K | Hold |
2,170
| – | – | 0.17% | 59 |
|
|
2021
Q3 | $270K | Sell |
2,170
-500
| -19% | -$60.5K | 0.16% | 63 |
|
|
2021
Q2 | $293K | Buy |
2,670
+500
| +23% | +$50.7K | 0.19% | 59 |
|
|
2021
Q1 | $217K | Hold |
2,170
| – | – | 0.15% | 70 |
|
|
2020
Q4 | $239K | Sell |
2,170
-990
| -31% | -$103K | 0.18% | 56 |
|
|
2020
Q3 | $307K | Hold |
3,160
| – | – | 0.25% | 42 |
|
|
2020
Q2 | $256K | Buy |
+3,160
| New | +$223K | 0.21% | 43 |
|
Other funds holding NOW
VCM
VPM
