IFWM
Institute for Wealth Management’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
3,113
-80
| -3% | -$82.2K | 0.36% | 53 |
|
|
2025
Q1 | $2.54M | Buy |
3,193
+571
| +22% | +$455K | 0.33% | 66 |
|
|
2024
Q4 | $2.78M | Buy |
2,622
+11
| +0.4% | +$11.7K | 0.35% | 61 |
|
|
2024
Q3 | $2.34M | Sell |
2,611
-8
| -0.3% | -$7.16K | 0.29% | 71 |
|
|
2024
Q2 | $2.06M | Buy |
2,619
+19
| +0.7% | +$14.9K | 0.28% | 77 |
|
|
2024
Q1 | $1.98M | Hold |
2,600
| – | – | 0.26% | 81 |
|
|
2023
Q4 | $1.84M | Sell |
2,600
-122
| -4% | -$86.2K | 0.3% | 79 |
|
|
2023
Q3 | $1.52M | Sell |
2,722
-26
| -0.9% | -$14.5K | 0.27% | 87 |
|
|
2023
Q2 | $1.54M | Sell |
2,748
-3
| -0.1% | -$1.69K | 0.26% | 89 |
|
|
2023
Q1 | $1.28M | Buy |
2,751
+21
| +0.8% | +$9.76K | 0.24% | 104 |
|
|
2022
Q4 | $1.06M | Sell |
2,730
-798
| -23% | -$310K | 0.22% | 119 |
|
|
2022
Q3 | $1.33M | Buy |
3,528
+44
| +1% | +$16.6K | 0.3% | 92 |
|
|
2022
Q2 | $1.66M | Buy |
3,484
+23
| +0.7% | +$10.9K | 0.33% | 76 |
|
|
2022
Q1 | $1.93M | Buy |
3,461
+225
| +7% | +$125K | 0.31% | 77 |
|
|
2021
Q4 | $2.1M | Sell |
3,236
-27
| -0.8% | -$17.5K | 0.34% | 70 |
|
|
2021
Q3 | $2.03M | Buy |
3,263
+16
| +0.5% | +$9.96K | 0.36% | 68 |
|
|
2021
Q2 | $1.79M | Buy |
3,247
+100
| +3% | +$55K | 0.31% | 79 |
|
|
2021
Q1 | $1.57M | Buy |
3,147
+56
| +2% | +$28K | 0.3% | 87 |
|
|
2020
Q4 | $1.7M | Buy |
3,091
+323
| +12% | +$178K | 0.34% | 72 |
|
|
2020
Q3 | $1.34M | Buy |
2,768
+135
| +5% | +$65.5K | 0.31% | 81 |
|
|
2020
Q2 | $1.07M | Buy |
2,633
+34
| +1% | +$13.8K | 0.26% | 104 |
|
|
2020
Q1 | $745K | Sell |
2,599
-322
| -11% | -$92.3K | 0.23% | 119 |
|
|
2019
Q4 | $825K | Sell |
2,921
-15
| -0.5% | -$4.24K | 0.19% | 159 |
|
|
2019
Q3 | $745K | Sell |
2,936
-113
| -4% | -$28.7K | 0.19% | 159 |
|
|
2019
Q2 | $837K | Buy |
3,049
+292
| +11% | +$80.2K | 0.19% | 163 |
|
|
2019
Q1 | $680K | Sell |
2,757
-9
| -0.3% | -$2.22K | 0.15% | 190 |
|
|
2018
Q4 | $493K | Buy |
+2,766
| New | +$493K | 0.2% | 150 |
|
|
2018
Q1 | – | Sell |
-2,129
| Closed | -$278K | – | 352 |
|
|
2017
Q4 | $278K | Buy |
+2,129
| New | +$278K | 0.06% | 310 |
|
|
2017
Q3 | – | Sell |
-2,211
| Closed | -$234K | – | 341 |
|
|
2017
Q2 | $234K | Buy |
+2,211
| New | +$234K | 0.06% | 347 |
|