MWM
Mission Wealth Management’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Sell |
5,532
-2,087
| -27% | -$2.15M | 0.12% | 100 |
|
|
2025
Q1 | $6.07M | Buy |
7,619
+1,040
| +16% | +$828K | 0.15% | 85 |
|
|
2024
Q4 | $6.97M | Sell |
6,579
-546
| -8% | -$579K | 0.16% | 76 |
|
|
2024
Q3 | $6.37M | Buy |
7,125
+432
| +6% | +$386K | 0.15% | 77 |
|
|
2024
Q2 | $5.27M | Buy |
6,693
+483
| +8% | +$380K | 0.14% | 83 |
|
|
2024
Q1 | $4.73M | Buy |
6,210
+1,838
| +42% | +$1.4M | 0.12% | 103 |
|
|
2023
Q4 | $3.09M | Buy |
4,372
+139
| +3% | +$98.2K | 0.1% | 105 |
|
|
2023
Q3 | $2.37M | Sell |
4,233
-28
| -0.7% | -$15.7K | 0.09% | 112 |
|
|
2023
Q2 | $2.39M | Sell |
4,261
-2,585
| -38% | -$1.45M | 0.09% | 111 |
|
|
2023
Q1 | $3.18M | Buy |
6,846
+21
| +0.3% | +$9.76K | 0.13% | 86 |
|
|
2022
Q4 | $2.65M | Sell |
6,825
-204
| -3% | -$79.2K | 0.13% | 100 |
|
|
2022
Q3 | $2.65M | Buy |
7,029
+88
| +1% | +$33.2K | 0.14% | 88 |
|
|
2022
Q2 | $3.3M | Sell |
6,941
-121
| -2% | -$57.5K | 0.17% | 74 |
|
|
2022
Q1 | $3.93M | Buy |
7,062
+284
| +4% | +$158K | 0.18% | 73 |
|
|
2021
Q4 | $4.4M | Buy |
6,778
+32
| +0.5% | +$20.8K | 0.2% | 62 |
|
|
2021
Q3 | $4.2M | Buy |
6,746
+3,919
| +139% | +$2.44M | 0.21% | 58 |
|
|
2021
Q2 | $1.55M | Sell |
2,827
-206
| -7% | -$113K | 0.08% | 118 |
|
|
2021
Q1 | $1.52M | Buy |
3,033
+832
| +38% | +$416K | 0.09% | 107 |
|
|
2020
Q4 | $1.21M | Buy |
2,201
+273
| +14% | +$150K | 0.08% | 121 |
|
|
2020
Q3 | $935K | Sell |
1,928
-421
| -18% | -$204K | 0.07% | 134 |
|
|
2020
Q2 | $951K | Sell |
2,349
-276
| -11% | -$112K | 0.08% | 114 |
|
|
2020
Q1 | $752K | Buy |
+2,625
| New | +$752K | 0.08% | 113 |
|
|
2019
Q1 | – | Sell |
-1,288
| Closed | -$229K | – | 317 |
|
|
2018
Q4 | $229K | Buy |
+1,288
| New | +$229K | 0.03% | 234 |
|