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Holistic Planning’s ServiceNow NOW Stock Holding History

Holistic Planning’s Portfolio NOW Stock Details NOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$326K Buy
317
+10
+3% +$10.3K 0.09% 164
2025
Q1 		$244K Sell
307
-1
-0.3% -$796 0.08% 159
2024
Q4 		$327K Sell
308
-11
-3% -$11.7K 0.12% 123
2024
Q3 		$285K Buy
+319
New +$285K 0.12% 121