Kingswood Wealth Advisors’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
1,264
+117
| +10% | +$120K | 0.1% | 214 |
|
|
2025
Q1 | $914K | Sell |
1,147
-96
| -8% | -$76.5K | 0.08% | 266 |
|
|
2024
Q4 | $1.32M | Sell |
1,243
-3,013
| -71% | -$3.19M | 0.1% | 216 |
|
|
2024
Q3 | $3.81M | Buy |
4,256
+297
| +8% | +$266K | 0.27% | 80 |
|
|
2024
Q2 | $3.11M | Buy |
3,959
+266
| +7% | +$209K | 0.28% | 76 |
|
|
2024
Q1 | $2.82M | Sell |
3,693
-971
| -21% | -$740K | 0.32% | 65 |
|
|
2023
Q4 | $3.3M | Buy |
4,664
+3,255
| +231% | +$2.3M | 0.37% | 55 |
|
|
2023
Q3 | $2.72M | Buy |
1,409
+498
| +55% | +$961K | 0.46% | 52 |
|
|
2023
Q2 | $512K | Buy |
+911
| New | +$512K | 0.16% | 133 |
|