SWM
Selective Wealth Management’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Sell |
4,532
-155
| -3% | -$157K | 1.68% | 13 |
|
|
2025
Q1 | $3.68M | Sell |
4,687
-177
| -4% | -$139K | 1.6% | 13 |
|
|
2024
Q4 | $5.02M | Sell |
4,864
-436
| -8% | -$450K | 2.04% | 11 |
|
|
2024
Q3 | $4.89M | Sell |
5,300
-572
| -10% | -$527K | 2.03% | 11 |
|
|
2024
Q2 | $4.37M | Sell |
5,872
-424
| -7% | -$315K | 1.92% | 10 |
|
|
2024
Q1 | $4.84M | Sell |
6,296
-196
| -3% | -$151K | 2.1% | 9 |
|
|
2023
Q4 | $4.36M | Sell |
6,492
-694
| -10% | -$466K | 2.2% | 11 |
|
|
2023
Q3 | $3.94M | Sell |
7,186
-560
| -7% | -$307K | 2.17% | 14 |
|
|
2023
Q2 | $4.38M | Buy |
+7,746
| New | +$4.38M | 2.19% | 13 |
|
|
2022
Q4 | $3.69M | Sell |
8,350
-1,683
| -17% | -$744K | 1.95% | 16 |
|
|
2022
Q3 | $3.79M | Sell |
10,033
-599
| -6% | -$226K | 1.62% | 18 |
|
|
2022
Q2 | $5.06M | Sell |
10,632
-338
| -3% | -$161K | 1.8% | 17 |
|
|
2022
Q1 | $6.11M | Sell |
10,970
-71
| -0.6% | -$39.5K | 2.21% | 15 |
|
|
2021
Q4 | $7.17M | Buy |
11,041
+890
| +9% | +$578K | 2.93% | 11 |
|
|
2021
Q3 | $6.32M | Buy |
10,151
+10,097
| +18,698% | +$6.28M | 3.35% | 8 |
|
|
2021
Q2 | $30K | Buy |
+54
| New | +$30K | 0.02% | 243 |
|
|
2020
Q3 | – | Sell |
-10
| Closed | -$4K | – | 387 |
|
|
2020
Q2 | $4K | Hold |
10
| – | – | ﹤0.01% | 326 |
|
|
2020
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 251 |
|
|
2019
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 263 |
|
|
2019
Q3 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 267 |
|