Independent Solutions Wealth Management’s ServiceNow NOW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,351	Closed	-$207K	–	194
2025 Q4	$207K	Sell	1,351 -24	-2%	-$4.12K	0.04%	166
2025 Q3	$253K	Sell	1,375 -340	-20%	-$63.5K	0.05%	158
2025 Q2	$353K	Buy	+1,715	New	+$324K	0.07%	143
2025 Q1	–	Sell	-12,460	Closed	-$2.64M	–	182
2024 Q4	$2.64M	Sell	12,460 -25	-0.2%	-$5.06K	0.58%	50
2024 Q3	$2.23M	Sell	12,485 -370	-3%	-$60.8K	0.5%	56
2024 Q2	$2.02M	Buy	12,855 +245	+2%	+$36K	0.46%	68
2024 Q1	$1.92M	Sell	12,610 -525	-4%	-$79.5K	0.46%	65
2023 Q4	$1.86M	Buy	13,135 +2,075	+19%	+$262K	0.48%	64
2023 Q3	$1.24M	Buy	+11,060	New	+$1.26M	0.34%	75
2021 Q2	–	Sell	-2,385	Closed	-$239K	–	212
2021 Q1	$239K	Sell	2,385 -700	-23%	-$73.9K	0.07%	174
2020 Q4	$340K	Buy	+3,085	New	+$321K	0.11%	131