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