Morling Financial Advisors’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
485
-162
| -25% | -$167K | 0.16% | 44 |
|
|
2025
Q1 | $515K | Buy |
647
+124
| +24% | +$98.7K | 0.18% | 43 |
|
|
2024
Q4 | $554K | Sell |
523
-4
| -0.8% | -$4.24K | 0.19% | 37 |
|
|
2024
Q3 | $471K | Hold |
527
| – | – | 0.18% | 40 |
|
|
2024
Q2 | $415K | Buy |
527
+13
| +3% | +$10.2K | 0.18% | 40 |
|
|
2024
Q1 | $392K | Sell |
514
-1
| -0.2% | -$762 | 0.22% | 41 |
|
|
2023
Q4 | $364K | Sell |
515
-52
| -9% | -$36.7K | 0.29% | 40 |
|
|
2023
Q3 | $317K | Hold |
567
| – | – | 0.31% | 40 |
|
|
2023
Q2 | $319K | Hold |
567
| – | – | 0.31% | 41 |
|
|
2023
Q1 | $263K | Buy |
+567
| New | +$263K | 0.28% | 43 |
|