EP Wealth Advisors’s ServiceNow NOW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.93M Buy
3,825
+164
+4% +$169K 0.03% 297
2025
Q1
$2.91M Sell
3,661
-57
-2% -$45.4K 0.02% 302
2024
Q4
$3.94M Buy
3,718
+341
+10% +$362K 0.03% 251
2024
Q3
$3.02M Buy
3,377
+1,171
+53% +$1.05M 0.03% 286
2024
Q2
$1.74M Buy
2,206
+186
+9% +$146K 0.02% 303
2024
Q1
$1.54M Sell
2,020
-87
-4% -$66.3K 0.02% 305
2023
Q4
$1.49M Buy
2,107
+848
+67% +$599K 0.02% 301
2023
Q3
$703K Sell
1,259
-3,249
-72% -$1.82M 0.01% 397
2023
Q2
$521K Sell
4,508
-16,174
-78% -$1.87M 0.01% 457
2023
Q1
$9.55M Buy
20,682
+19,424
+1,544% +$8.97M 0.16% 92
2022
Q4
$488K Buy
+1,258
New +$488K 0.01% 382
2022
Q3
Sell
-3,615
Closed -$1.72M 528
2022
Q2
$1.72M Buy
3,615
+2,538
+236% +$1.21M 0.04% 209
2022
Q1
$600K Buy
1,077
+389
+57% +$217K 0.01% 345
2021
Q4
$447K Buy
688
+23
+3% +$14.9K 0.01% 378
2021
Q3
$414K Sell
665
-74
-10% -$46.1K 0.01% 367
2021
Q2
$406K Buy
739
+55
+8% +$30.2K 0.01% 379
2021
Q1
$342K Buy
684
+182
+36% +$91K 0.01% 385
2020
Q4
$276K Buy
+502
New +$276K 0.01% 356