Regent Peak 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
Q1 | $309K | Sell |
388
-4
| -1% | -$3.19K | 0.07% | 116 |
|
|
2024
Q4 | $416K | Buy |
392
+15
| +4% | +$15.9K | 0.09% | 96 |
|
|
2024
Q3 | $337K | Buy |
377
+14
| +4% | +$12.5K | 0.08% | 113 |
|
|
2024
Q2 | $286K | Sell |
363
-37
| -9% | -$29.1K | 0.07% | 127 |
|
|
2024
Q1 | $305K | Buy |
400
+15
| +4% | +$11.4K | 0.08% | 119 |
|
|
2023
Q4 | $272K | Buy |
+385
| New | +$272K | 0.07% | 120 |
|
|
2021
Q1 | – | Sell |
-211
| Closed | -$116K | – | 688 |
|
|
2020
Q4 | $116K | Buy |
+211
| New | +$116K | 0.04% | 194 |
|