Private Client Services’s ServiceNow NOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-894
Closed -$712K 217
2025
Q1
$712K Sell
894
-1,199
-57% -$955K 0.35% 69
2024
Q4
$2.22M Sell
2,093
-193
-8% -$205K 1.19% 23
2024
Q3
$2.04M Buy
2,286
+330
+17% +$295K 1.1% 25
2024
Q2
$1.54M Buy
1,956
+102
+6% +$80.2K 0.97% 32
2024
Q1
$1.41M Buy
1,854
+641
+53% +$489K 0.95% 35
2023
Q4
$857K Buy
+1,213
New +$857K 0.7% 40