Heritage Trust’s ServiceNow NOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Sell
1,930
-91
-5% -$93.6K 0.23% 109
2025
Q1
$1.61M Buy
2,021
+242
+14% +$193K 0.2% 123
2024
Q4
$1.89M Buy
+1,779
New +$1.89M 0.22% 110
2024
Q2
$1.46M Sell
1,850
-62
-3% -$48.8K 0.19% 121
2024
Q1
$1.46M Sell
1,912
-206
-10% -$157K 0.2% 122
2023
Q4
$1.5M Sell
2,118
-55
-3% -$38.9K 0.21% 115
2023
Q3
$1.21M Sell
2,173
-39
-2% -$21.8K 0.19% 120
2023
Q2
$1.24M Buy
2,212
+111
+5% +$62.4K 0.18% 118
2023
Q1
$976K Buy
2,101
+3
+0.1% +$1.39K 0.15% 132
2022
Q4
$815K Buy
2,098
+201
+11% +$78K 0.13% 144
2022
Q3
$716K Sell
1,897
-171
-8% -$64.5K 0.13% 143
2022
Q2
$983K Buy
2,068
+45
+2% +$21.4K 0.16% 131
2022
Q1
$1.13M Sell
2,023
-96
-5% -$53.5K 0.16% 130
2021
Q4
$1.38M Sell
2,119
-1
-0% -$649 0.18% 119
2021
Q3
$1.32M Sell
2,120
-30
-1% -$18.7K 0.19% 117
2021
Q2
$1.18M Buy
2,150
+394
+22% +$217K 0.17% 117
2021
Q1
$878K Buy
1,756
+12
+0.7% +$6K 0.13% 135
2020
Q4
$960K Sell
1,744
-83
-5% -$45.7K 0.16% 121
2020
Q3
$886K Buy
1,827
+43
+2% +$20.9K 0.17% 116
2020
Q2
$723K Buy
+1,784
New +$723K 0.14% 127