Sax 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 | $821K | Buy |
798
+529
| +197% | +$544K | 0.05% | 192 |
|
|
2025
Q1 | $214K | Sell |
269
-334
| -55% | -$266K | 0.02% | 342 |
|
|
2024
Q4 | $639K | Buy |
603
+24
| +4% | +$25.4K | 0.05% | 167 |
|
|
2024
Q3 | $518K | Sell |
579
-42
| -7% | -$37.6K | 0.05% | 152 |
|
|
2024
Q2 | $489K | Buy |
621
+202
| +48% | +$159K | 0.05% | 146 |
|
|
2024
Q1 | $319K | Hold |
419
| – | – | 0.04% | 144 |
|
|
2023
Q4 | $296K | Hold |
419
| – | – | 0.05% | 148 |
|
|
2023
Q3 | $234K | Hold |
419
| – | – | 0.05% | 159 |
|
|
2023
Q2 | $235K | Buy |
+419
| New | +$235K | 0.05% | 152 |
|
|
2023
Q1 | – | Sell |
-746
| Closed | -$290K | – | 182 |
|
|
2022
Q4 | $290K | Hold |
746
| – | – | 0.07% | 136 |
|
|
2022
Q3 | $282K | Hold |
746
| – | – | 0.07% | 136 |
|
|
2022
Q2 | $355K | Hold |
746
| – | – | 0.09% | 125 |
|
|
2022
Q1 | $415K | Hold |
746
| – | – | 0.1% | 115 |
|
|
2021
Q4 | $484K | Sell |
746
-4
| -0.5% | -$2.6K | 0.1% | 117 |
|
|
2021
Q3 | $467K | Hold |
750
| – | – | 0.11% | 104 |
|
|
2021
Q2 | $412K | Buy |
750
+4
| +0.5% | +$2.2K | 0.14% | 103 |
|
|
2021
Q1 | $373K | Buy |
+746
| New | +$373K | 0.14% | 103 |
|