Primoris 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 | $1.03M | Buy |
999
+14
| +1% | +$14.4K | 0.7% | 40 |
|
2025
Q1 | $784K | Sell |
985
-14
| -1% | -$11.1K | 0.61% | 43 |
|
2024
Q4 | $1.06M | Hold |
999
| – | – | 0.81% | 35 |
|
2024
Q3 | $894K | Hold |
999
| – | – | 0.65% | 44 |
|
2024
Q2 | $786K | Hold |
999
| – | – | 0.63% | 45 |
|
2024
Q1 | $762K | Hold |
999
| – | – | 0.61% | 45 |
|
2023
Q4 | $706K | Sell |
999
-10
| -1% | -$7.07K | 0.67% | 41 |
|
2023
Q3 | $564K | Sell |
1,009
-25
| -2% | -$14K | 0.68% | 37 |
|
2023
Q2 | $581K | Hold |
1,034
| – | – | 0.64% | 38 |
|
2023
Q1 | $481K | Sell |
1,034
-325
| -24% | -$151K | 0.59% | 39 |
|
2022
Q4 | $528K | Sell |
1,359
-737
| -35% | -$286K | 0.81% | 31 |
|
2022
Q3 | $793K | Sell |
2,096
-931
| -31% | -$352K | 1.41% | 22 |
|
2022
Q2 | $1.44M | Buy |
3,027
+6
| +0.2% | +$2.86K | 2.07% | 17 |
|
2022
Q1 | $1.68M | Sell |
3,021
-53
| -2% | -$29.5K | 1.57% | 23 |
|
2021
Q4 | $2M | Buy |
+3,074
| New | +$2M | 1.61% | 24 |
|