Rooted 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
Sell
-252
Closed -$266K 95
2024
Q4
$266K Sell
252
-4
-2% -$4.22K 0.1% 84
2024
Q3
$232K Buy
+256
New +$232K 0.1% 88