Lakehouse Capital’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Hold |
10,972
| – | – | 6.88% | 8 |
|
|
2025
Q1 | $8.74M | Hold |
10,972
| – | – | 5.81% | 9 |
|
|
2024
Q4 | $11.6M | Sell |
10,972
-3,000
| -21% | -$3.18M | 7.84% | 6 |
|
|
2024
Q3 | $12.5M | Sell |
13,972
-3,860
| -22% | -$3.45M | 8.79% | 3 |
|
|
2024
Q2 | $14M | Hold |
17,832
| – | – | 9.83% | 4 |
|
|
2024
Q1 | $13.6M | Sell |
17,832
-1,086
| -6% | -$828K | 10.57% | 3 |
|
|
2023
Q4 | $13.4M | Sell |
18,918
-1,644
| -8% | -$1.16M | 10.68% | 3 |
|
|
2023
Q3 | $11.5M | Sell |
20,562
-2,943
| -13% | -$1.64M | 10.36% | 3 |
|
|
2023
Q2 | $13.2M | Hold |
23,505
| – | – | 11.36% | 2 |
|
|
2023
Q1 | $10.9M | Hold |
23,505
| – | – | 9.66% | 3 |
|
|
2022
Q4 | $9.13M | Hold |
23,505
| – | – | 9.05% | 5 |
|
|
2022
Q3 | $8.88M | Buy |
23,505
+8,298
| +55% | +$3.13M | 9.72% | 4 |
|
|
2022
Q2 | $7.23M | Hold |
15,207
| – | – | 7.05% | 8 |
|
|
2022
Q1 | $8.47M | Hold |
15,207
| – | – | 5.5% | 10 |
|
|
2021
Q4 | $9.87M | Hold |
15,207
| – | – | 5.55% | 10 |
|
|
2021
Q3 | $9.46M | Hold |
15,207
| – | – | 5.35% | 11 |
|
|
2021
Q2 | $8.36M | Buy |
+15,207
| New | +$8.36M | 4.87% | 11 |
|
|
2020
Q4 | $6.05M | Buy |
+10,984
| New | +$6.05M | 4.54% | 11 |
|
|
2020
Q1 | $7.61M | Buy |
+15,207
| New | +$7.61M | 5.3% | 10 |
|