Klingman & Associates’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $548K | Buy |
533
+97
| +22% | +$99.7K | 0.03% | 162 |
|
2025
Q1 | $347K | Buy |
436
+39
| +10% | +$31.1K | 0.02% | 202 |
|
2024
Q4 | $421K | Buy |
397
+16
| +4% | +$17K | 0.03% | 170 |
|
2024
Q3 | $341K | Buy |
+381
| New | +$341K | 0.02% | 201 |
|
2015
Q3 | – | Sell |
-275
| Closed | -$20K | – | 438 |
|
2015
Q2 | $20K | Buy |
+275
| New | +$20K | 0.01% | 258 |
|