Icon Wealth Partners’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.54M | Buy |
9,915
+61
| +0.6% | +$34.1K | 0.63% | 30 |
|
|
2023
Q2 | $5.54M | Sell |
9,854
-453
| -4% | -$255K | 0.59% | 30 |
|
|
2023
Q1 | $4.79M | Buy |
+10,307
| New | +$4.79M | 0.52% | 44 |
|
|
2022
Q2 | $3.64M | Buy |
7,658
+563
| +8% | +$268K | 0.44% | 58 |
|
|
2022
Q1 | $3.95M | Buy |
7,095
+456
| +7% | +$254K | 0.39% | 67 |
|
|
2021
Q4 | $4.31M | Buy |
6,639
+188
| +3% | +$122K | 0.43% | 63 |
|
|
2021
Q3 | $4.01M | Sell |
6,451
-480
| -7% | -$299K | 0.42% | 61 |
|
|
2021
Q2 | $3.81M | Buy |
6,931
+803
| +13% | +$441K | 0.41% | 68 |
|
|
2021
Q1 | $3.07M | Buy |
6,128
+1,116
| +22% | +$558K | 0.38% | 75 |
|
|
2020
Q4 | $2.76M | Buy |
5,012
+1,096
| +28% | +$603K | 0.44% | 63 |
|
|
2020
Q3 | $1.9M | Buy |
+3,916
| New | +$1.9M | 0.37% | 72 |
|
|
2019
Q2 | – | Sell |
-339
| Closed | -$84K | – | 572 |
|
|
2019
Q1 | $84K | Buy |
+339
| New | +$84K | 0.03% | 259 |
|
|
2018
Q3 | – | Sell |
-38
| Closed | -$7K | – | 580 |
|
|
2018
Q2 | $7K | Buy |
+38
| New | +$7K | ﹤0.01% | 728 |
|
|
2018
Q1 | – | Sell |
-37
| Closed | -$5K | – | 581 |
|
|
2017
Q4 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 782 |
|