Exencial Wealth 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 | $528K | Sell |
513
-59
| -10% | -$60.7K | 0.02% | 362 |
|
2025
Q1 | $455K | Buy |
572
+14
| +3% | +$11.1K | 0.02% | 375 |
|
2024
Q4 | $592K | Buy |
558
+79
| +16% | +$83.7K | 0.02% | 338 |
|
2024
Q3 | $429K | Buy |
479
+88
| +23% | +$78.8K | 0.02% | 379 |
|
2024
Q2 | $308K | Buy |
+391
| New | +$308K | 0.01% | 418 |
|
2022
Q4 | – | Sell |
-11,573
| Closed | -$4.37M | – | 427 |
|
2022
Q3 | $4.37M | Sell |
11,573
-1,024
| -8% | -$387K | 0.26% | 109 |
|
2022
Q2 | $5.99M | Sell |
12,597
-585
| -4% | -$278K | 0.34% | 96 |
|
2022
Q1 | $7.34M | Buy |
13,182
+437
| +3% | +$243K | 0.37% | 93 |
|
2021
Q4 | $8.27M | Sell |
12,745
-3,080
| -19% | -$2M | 0.4% | 89 |
|
2021
Q3 | $9.85M | Buy |
15,825
+4,696
| +42% | +$2.92M | 0.43% | 60 |
|
2021
Q2 | $6.12M | Buy |
+11,129
| New | +$6.12M | 0.33% | 105 |
|