Lake Street Private Wealth’s ServiceNow NOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
+221
New +$227K 0.03% 235
2025
Q1
Sell
-214
Closed -$227K 258
2024
Q4
$227K Sell
214
-19
-8% -$20.1K 0.04% 221
2024
Q3
$208K Sell
233
-2,362
-91% -$2.11M 0.03% 248
2024
Q2
$2.04M Buy
2,595
+236
+10% +$186K 0.26% 91
2024
Q1
$1.8M Buy
2,359
+975
+70% +$743K 0.25% 99
2023
Q4
$978K Sell
1,384
-531
-28% -$375K 0.15% 132
2023
Q3
$1.06M Buy
1,915
+147
+8% +$81.4K 0.19% 118
2023
Q2
$994K Buy
+1,768
New +$994K 0.17% 129