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