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 |
|