PWAG
Polaris Wealth Advisory Group’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.1M | Buy |
5,540
+190
| +4% | +$106K | 0.24% | 92 |
|
|
2023
Q2 | $3.01M | Buy |
5,350
+186
| +4% | +$105K | 0.23% | 91 |
|
|
2023
Q1 | $2.4M | Buy |
+5,164
| New | +$2.4M | 0.18% | 93 |
|
|
2020
Q4 | – | Sell |
-726
| Closed | -$364K | – | 201 |
|
|
2020
Q3 | $364K | Buy |
+726
| New | +$364K | 0.03% | 121 |
|
|
2019
Q3 | – | Sell |
-14,085
| Closed | -$3.99M | – | 173 |
|
|
2019
Q2 | $3.99M | Sell |
14,085
-253
| -2% | -$71.7K | 0.3% | 57 |
|
|
2019
Q1 | $3.52M | Sell |
14,338
-5,363
| -27% | -$1.32M | 0.26% | 69 |
|
|
2018
Q4 | $3.51M | Sell |
19,701
-546
| -3% | -$97.2K | 0.33% | 55 |
|
|
2018
Q3 | $3.96M | Sell |
20,247
-2,604
| -11% | -$509K | 0.27% | 74 |
|
|
2018
Q2 | $3.78M | Hold |
22,851
| – | – | 0.32% | 56 |
|
|
2018
Q1 | $3.78M | Buy |
22,851
+5,674
| +33% | +$939K | 0.31% | 57 |
|
|
2017
Q4 | $2.24M | Buy |
17,177
+3,395
| +25% | +$443K | 0.18% | 70 |
|
|
2017
Q3 | $1.62M | Buy |
13,782
+2,124
| +18% | +$250K | 0.14% | 76 |
|
|
2017
Q2 | $1.24M | Buy |
+11,658
| New | +$1.24M | 0.14% | 69 |
|