Fermata 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 | – | Sell |
-637
| Closed | -$507K | – | 261 |
|
2025
Q1 | $507K | Buy |
637
+419
| +192% | +$334K | 0.09% | 159 |
|
2024
Q4 | $231K | Sell |
218
-213
| -49% | -$226K | 0.04% | 238 |
|
2024
Q3 | $385K | Sell |
431
-4
| -0.9% | -$3.58K | 0.08% | 151 |
|
2024
Q2 | $342K | Buy |
+435
| New | +$342K | 0.08% | 153 |
|