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