Keudell/Morrison Wealth Management’s ServiceNow NOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734K Buy
714
+56
+9% +$57.6K 0.16% 85
2025
Q1
$524K Sell
658
-104
-14% -$82.8K 0.12% 107
2024
Q4
$808K Sell
762
-79
-9% -$83.7K 0.21% 76
2024
Q3
$752K Sell
841
-53
-6% -$47.4K 0.2% 87
2024
Q2
$703K Sell
894
-2
-0.2% -$1.57K 0.21% 88
2024
Q1
$683K Sell
896
-73
-8% -$55.7K 0.21% 86
2023
Q4
$685K Buy
969
+159
+20% +$112K 0.23% 83
2023
Q3
$453K Sell
810
-3
-0.4% -$1.68K 0.14% 105
2023
Q2
$457K Sell
813
-5
-0.6% -$2.81K 0.13% 106
2023
Q1
$380K Buy
818
+89
+12% +$41.4K 0.11% 118
2022
Q4
$283K Buy
729
+180
+33% +$69.9K 0.09% 143
2022
Q3
$207K Sell
549
-181
-25% -$68.2K 0.08% 167
2022
Q2
$347K Sell
730
-66
-8% -$31.4K 0.13% 121
2022
Q1
$443K Sell
796
-62
-7% -$34.5K 0.19% 107
2021
Q4
$557K Sell
858
-24
-3% -$15.6K 0.22% 92
2021
Q3
$549K Buy
882
+7
+0.8% +$4.36K 0.24% 95
2021
Q2
$481K Sell
875
-107
-11% -$58.8K 0.26% 99
2021
Q1
$491K Sell
982
-59
-6% -$29.5K 0.28% 93
2020
Q4
$573K Sell
1,041
-12
-1% -$6.61K 0.36% 82
2020
Q3
$511K Sell
1,053
-109
-9% -$52.9K 0.33% 80
2020
Q2
$471K Buy
1,162
+21
+2% +$8.51K 0.39% 81
2020
Q1
$327K Buy
+1,141
New +$327K 0.32% 97