Holistic Financial Partners’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $535K | Sell |
520
-20
| -4% | -$20.6K | 0.23% | 50 |
|
2025
Q1 | $430K | Buy |
540
+36
| +7% | +$28.7K | 0.21% | 59 |
|
2024
Q4 | $534K | Sell |
504
-70
| -12% | -$74.2K | 0.27% | 49 |
|
2024
Q3 | $513K | Sell |
574
-8
| -1% | -$7.16K | 0.25% | 52 |
|
2024
Q2 | $458K | Sell |
582
-11
| -2% | -$8.65K | 0.23% | 51 |
|
2024
Q1 | $452K | Sell |
593
-71
| -11% | -$54.1K | 0.23% | 53 |
|
2023
Q4 | $469K | Sell |
664
-20
| -3% | -$14.1K | 0.28% | 45 |
|
2023
Q3 | $382K | Sell |
684
-4
| -0.6% | -$2.24K | 0.25% | 51 |
|
2023
Q2 | $387K | Sell |
688
-70
| -9% | -$39.3K | 0.27% | 50 |
|
2023
Q1 | $352K | Buy |
758
+67
| +10% | +$31.1K | 0.28% | 57 |
|
2022
Q4 | $268K | Hold |
691
| – | – | 0.24% | 71 |
|
2022
Q3 | $261K | Buy |
691
+19
| +3% | +$7.18K | 0.26% | 64 |
|
2022
Q2 | $320K | Buy |
672
+56
| +9% | +$26.7K | 0.3% | 52 |
|
2022
Q1 | $343K | Buy |
616
+56
| +10% | +$31.2K | 0.22% | 65 |
|
2021
Q4 | $364K | Sell |
560
-11
| -2% | -$7.15K | 0.21% | 68 |
|
2021
Q3 | $355K | Buy |
571
+55
| +11% | +$34.2K | 0.22% | 68 |
|
2021
Q2 | $284K | Sell |
516
-9
| -2% | -$4.95K | 0.17% | 87 |
|
2021
Q1 | $263K | Sell |
525
-115
| -18% | -$57.6K | 0.17% | 89 |
|
2020
Q4 | $352K | Sell |
640
-46
| -7% | -$25.3K | 0.24% | 58 |
|
2020
Q3 | $333K | Sell |
686
-9
| -1% | -$4.37K | 0.27% | 51 |
|
2020
Q2 | $282K | Sell |
695
-34
| -5% | -$13.8K | 0.24% | 51 |
|
2020
Q1 | $209K | Sell |
729
-70
| -9% | -$20.1K | 0.22% | 60 |
|
2019
Q4 | $226K | Hold |
799
| – | – | 0.14% | 98 |
|
2019
Q3 | $202K | Buy |
+799
| New | +$202K | 0.18% | 81 |
|
2018
Q2 | – | Sell |
-873
| Closed | -$144K | – | 258 |
|
2018
Q1 | $144K | Sell |
873
-15
| -2% | -$2.47K | 0.12% | 90 |
|
2017
Q4 | $116K | Buy |
+888
| New | +$116K | 0.1% | 101 |
|