KA
Kozak & Associates’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $981K | Buy |
968
+35
| +4% | +$35.5K | 0.2% | 24 |
|
|
2025
Q1 | $746K | Buy |
933
+5
| +0.5% | +$4K | 0.19% | 28 |
|
|
2024
Q4 | $996K | Sell |
928
-9
| -1% | -$9.66K | 0.23% | 26 |
|
|
2024
Q3 | $861K | Hold |
937
| – | – | 0.2% | 25 |
|
|
2024
Q2 | $736K | Hold |
937
| – | – | 0.18% | 24 |
|
|
2024
Q1 | $710K | Buy |
937
+480
| +105% | +$364K | 0.19% | 29 |
|
|
2023
Q4 | $332K | Buy |
457
+83
| +22% | +$60.4K | 0.11% | 58 |
|
|
2023
Q3 | $210K | Buy |
374
+57
| +18% | +$32K | 0.08% | 79 |
|
|
2023
Q2 | $178K | Sell |
317
-329
| -51% | -$185K | 0.07% | 86 |
|
|
2023
Q1 | $300K | Buy |
646
+227
| +54% | +$105K | 0.13% | 67 |
|
|
2022
Q4 | $163K | Buy |
419
+25
| +6% | +$9.73K | 0.08% | 87 |
|
|
2022
Q3 | $146K | Hold |
394
| – | – | 0.09% | 86 |
|
|
2022
Q2 | $187K | Hold |
394
| – | – | 0.12% | 77 |
|
|
2022
Q1 | $210K | Hold |
394
| – | – | 0.13% | 78 |
|
|
2021
Q4 | $210K | Hold |
394
| – | – | 0.13% | 78 |
|
|
2021
Q3 | $269K | Buy |
+394
| New | +$269K | 0.16% | 66 |
|
|
2020
Q4 | $206K | Buy |
+350
| New | +$206K | 0.16% | 68 |
|