Mount Yale Investment 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 | $461K | Hold |
448
| – | – | 0.04% | 361 |
|
|
2025
Q1 | $357K | Sell |
448
-364
| -45% | -$290K | 0.03% | 391 |
|
|
2024
Q4 | $861K | Buy |
812
+58
| +8% | +$61.5K | 0.07% | 233 |
|
|
2024
Q3 | $674K | Sell |
754
-39
| -5% | -$34.9K | 0.06% | 278 |
|
|
2024
Q2 | $624K | Sell |
793
-71
| -8% | -$55.9K | 0.05% | 301 |
|
|
2024
Q1 | $659K | Sell |
864
-283
| -25% | -$216K | 0.05% | 300 |
|
|
2023
Q4 | $810K | Buy |
1,147
+405
| +55% | +$286K | 0.08% | 235 |
|
|
2023
Q3 | $415K | Buy |
742
+4
| +0.5% | +$2.24K | 0.05% | 333 |
|
|
2023
Q2 | $415K | Buy |
738
+28
| +4% | +$15.7K | 0.04% | 334 |
|
|
2023
Q1 | $330K | Buy |
+710
| New | +$330K | 0.04% | 363 |
|
|
2018
Q2 | – | Sell |
-246
| Closed | -$41K | – | 978 |
|
|
2018
Q1 | $41K | Buy |
+246
| New | +$41K | 0.01% | 652 |
|