Physician Wealth 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 | $1.18M | Buy |
1,149
+4
| +0.3% | +$4.11K | 0.19% | 61 |
|
2025
Q1 | $912K | Buy |
1,145
+15
| +1% | +$11.9K | 0.16% | 71 |
|
2024
Q4 | $1.2M | Sell |
1,130
-47
| -4% | -$49.8K | 0.2% | 62 |
|
2024
Q3 | $1.09M | Buy |
1,177
+5
| +0.4% | +$4.64K | 0.2% | 60 |
|
2024
Q2 | $892K | Buy |
1,172
+49
| +4% | +$37.3K | 0.16% | 70 |
|
2024
Q1 | $836K | Buy |
1,123
+27
| +2% | +$20.1K | 0.18% | 71 |
|
2023
Q4 | $825K | Sell |
1,096
-141
| -11% | -$106K | 0.18% | 66 |
|
2023
Q3 | $698K | Hold |
1,237
| – | – | 0.18% | 67 |
|
2023
Q2 | $696K | Hold |
1,237
| – | – | 0.17% | 66 |
|
2023
Q1 | $588K | Hold |
1,237
| – | – | 0.15% | 68 |
|
2022
Q4 | $548K | Hold |
1,237
| – | – | 0.15% | 69 |
|
2022
Q3 | $520K | Hold |
1,237
| – | – | 0.16% | 68 |
|
2022
Q2 | $561K | Hold |
1,237
| – | – | 0.16% | 68 |
|
2022
Q1 | $618K | Buy |
1,237
+108
| +10% | +$54K | 0.16% | 73 |
|
2021
Q4 | $639K | Sell |
1,129
-6
| -0.5% | -$3.4K | 0.17% | 75 |
|
2021
Q3 | $753K | Hold |
1,135
| – | – | 0.21% | 62 |
|
2021
Q2 | $655K | Hold |
1,135
| – | – | 0.19% | 67 |
|
2021
Q1 | $583K | Hold |
1,135
| – | – | 0.19% | 70 |
|
2020
Q4 | $654K | Sell |
1,135
-45
| -4% | -$25.9K | 0.22% | 67 |
|
2020
Q3 | $562K | Hold |
1,180
| – | – | 0.23% | 60 |
|
2020
Q2 | $518K | Hold |
1,180
| – | – | 0.21% | 68 |
|
2020
Q1 | $354K | Sell |
1,180
-195
| -14% | -$58.5K | 0.18% | 75 |
|
2019
Q4 | $418K | Hold |
1,375
| – | – | 0.19% | 66 |
|
2019
Q3 | $385K | Buy |
+1,375
| New | +$385K | 0.19% | 68 |
|