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 |
|