Montag & Associates’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
215
+83
| +63% | +$85.5K | 0.01% | 388 |
|
|
2025
Q1 | $105K | Sell |
132
-58
| -31% | -$46.2K | 0.01% | 497 |
|
|
2024
Q4 | $201K | Hold |
190
| – | – | 0.01% | 423 |
|
|
2024
Q3 | $170K | Sell |
190
-7
| -4% | -$6.26K | 0.01% | 441 |
|
|
2024
Q2 | $155K | Hold |
197
| – | – | 0.01% | 438 |
|
|
2024
Q1 | $150K | Sell |
197
-38
| -16% | -$29K | 0.01% | 443 |
|
|
2023
Q4 | $166K | Buy |
235
+95
| +68% | +$67.1K | 0.01% | 422 |
|
|
2023
Q3 | $78.3K | Buy |
140
+2
| +1% | +$1.12K | ﹤0.01% | 476 |
|
|
2023
Q2 | $77.6K | Buy |
138
+33
| +31% | +$18.5K | ﹤0.01% | 492 |
|
|
2023
Q1 | $48.8K | Sell |
105
-16
| -13% | -$7.44K | ﹤0.01% | 555 |
|
|
2022
Q4 | $47K | Sell |
121
-62
| -34% | -$24.1K | ﹤0.01% | 552 |
|
|
2022
Q3 | $69K | Hold |
183
| – | – | ﹤0.01% | 488 |
|
|
2022
Q2 | $87K | Buy |
183
+100
| +120% | +$47.5K | 0.01% | 457 |
|
|
2022
Q1 | $46K | Sell |
83
-75
| -47% | -$41.6K | ﹤0.01% | 577 |
|
|
2021
Q4 | $103K | Buy |
158
+83
| +111% | +$54.1K | 0.01% | 473 |
|
|
2021
Q3 | $47K | Hold |
75
| – | – | ﹤0.01% | 571 |
|
|
2021
Q2 | $41K | Sell |
75
-350
| -82% | -$191K | ﹤0.01% | 580 |
|
|
2021
Q1 | $213K | Buy |
425
+190
| +81% | +$95.2K | 0.01% | 377 |
|
|
2020
Q4 | $129K | Buy |
+235
| New | +$129K | 0.01% | 429 |
|