Lyell Wealth Management’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2M | Buy |
26,495
+747
| +3% | +$768K | 2.15% | 9 |
|
|
2025
Q1 | $20.5M | Sell |
25,748
-293
| -1% | -$233K | 1.92% | 11 |
|
|
2024
Q4 | $27.6M | Sell |
26,041
-127
| -0.5% | -$135K | 2.47% | 7 |
|
|
2024
Q3 | $23.4M | Buy |
26,168
+97
| +0.4% | +$86.8K | 2.13% | 8 |
|
|
2024
Q2 | $20.5M | Buy |
26,071
+1,568
| +6% | +$1.23M | 1.96% | 10 |
|
|
2024
Q1 | $18.7M | Sell |
24,503
-177
| -0.7% | -$135K | 1.9% | 11 |
|
|
2023
Q4 | $17.4M | Sell |
24,680
-590
| -2% | -$417K | 1.98% | 10 |
|
|
2023
Q3 | $14.1M | Sell |
25,270
-205
| -0.8% | -$115K | 1.9% | 10 |
|
|
2023
Q2 | $14.3M | Buy |
25,475
+132
| +0.5% | +$74.2K | 1.83% | 9 |
|
|
2023
Q1 | $11.8M | Sell |
25,343
-11
| -0% | -$5.11K | 1.65% | 13 |
|
|
2022
Q4 | $9.84M | Sell |
25,354
-80
| -0.3% | -$31.1K | 1.55% | 17 |
|
|
2022
Q3 | $9.6M | Sell |
25,434
-305
| -1% | -$115K | 1.64% | 13 |
|
|
2022
Q2 | $12.2M | Buy |
25,739
+147
| +0.6% | +$69.9K | 2% | 10 |
|
|
2022
Q1 | $14.3M | Sell |
25,592
-226
| -0.9% | -$126K | 1.83% | 11 |
|
|
2021
Q4 | $16.8M | Buy |
25,818
+272
| +1% | +$177K | 1.91% | 12 |
|
|
2021
Q3 | $15.9M | Buy |
25,546
+366
| +1% | +$228K | 1.93% | 12 |
|
|
2021
Q2 | $13.8M | Buy |
25,180
+1,291
| +5% | +$709K | 1.71% | 14 |
|
|
2021
Q1 | $11.9M | Buy |
23,889
+623
| +3% | +$312K | 1.74% | 15 |
|
|
2020
Q4 | $12.8M | Buy |
23,266
+372
| +2% | +$205K | 2.05% | 10 |
|
|
2020
Q3 | $11.1M | Buy |
22,894
+259
| +1% | +$126K | 2.08% | 12 |
|
|
2020
Q2 | $9.17M | Buy |
22,635
+1,173
| +5% | +$475K | 2.01% | 11 |
|
|
2020
Q1 | $6.15M | Buy |
21,462
+1,074
| +5% | +$308K | 1.84% | 19 |
|
|
2019
Q4 | $5.76M | Buy |
20,388
+2,519
| +14% | +$711K | 1.54% | 27 |
|
|
2019
Q3 | $4.54M | Buy |
17,869
+3,210
| +22% | +$815K | 1.36% | 34 |
|
|
2019
Q2 | $4.03M | Buy |
14,659
+4,648
| +46% | +$1.28M | 1.21% | 37 |
|
|
2019
Q1 | $2.47M | Buy |
+10,011
| New | +$2.47M | 0.82% | 48 |
|