SSWM
Sheets Smith Wealth Management’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Buy |
5,597
+670
| +14% | +$689K | 0.67% | 34 |
|
|
2025
Q1 | $3.92M | Sell |
4,927
-474
| -9% | -$377K | 0.49% | 55 |
|
|
2024
Q4 | $5.73M | Buy |
5,401
+474
| +10% | +$502K | 0.7% | 35 |
|
|
2024
Q3 | $4.41M | Hold |
4,927
| – | – | 0.54% | 48 |
|
|
2024
Q2 | $3.88M | Sell |
4,927
-791
| -14% | -$622K | 0.46% | 58 |
|
|
2024
Q1 | $4.36M | Buy |
5,718
+375
| +7% | +$286K | 0.49% | 52 |
|
|
2023
Q4 | $3.77M | Buy |
5,343
+381
| +8% | +$269K | 0.54% | 49 |
|
|
2023
Q3 | $2.77M | Buy |
4,962
+285
| +6% | +$159K | 0.42% | 62 |
|
|
2023
Q2 | $2.63M | Hold |
4,677
| – | – | 0.38% | 66 |
|
|
2023
Q1 | $2.17M | Hold |
4,677
| – | – | 0.33% | 70 |
|
|
2022
Q4 | $1.82M | Sell |
4,677
-140
| -3% | -$54.4K | 0.28% | 88 |
|
|
2022
Q3 | $1.82M | Hold |
4,817
| – | – | 0.3% | 80 |
|
|
2022
Q2 | $2.29M | Hold |
4,817
| – | – | 0.38% | 66 |
|
|
2022
Q1 | $2.68M | Sell |
4,817
-1,310
| -21% | -$730K | 0.37% | 69 |
|
|
2021
Q4 | $3.98M | Sell |
6,127
-1
| -0% | -$649 | 0.49% | 52 |
|
|
2021
Q3 | $3.81M | Buy |
6,128
+401
| +7% | +$250K | 0.52% | 52 |
|
|
2021
Q2 | $3.15M | Sell |
5,727
-177
| -3% | -$97.3K | 0.42% | 59 |
|
|
2021
Q1 | $2.95M | Sell |
5,904
-727
| -11% | -$364K | 0.43% | 61 |
|
|
2020
Q4 | $3.65M | Buy |
6,631
+99
| +2% | +$54.5K | 0.55% | 46 |
|
|
2020
Q3 | $3.17M | Buy |
6,532
+1,387
| +27% | +$673K | 0.55% | 49 |
|
|
2020
Q2 | $2.08M | Sell |
5,145
-2,391
| -32% | -$968K | 0.42% | 66 |
|
|
2020
Q1 | $2.16M | Sell |
7,536
-48
| -0.6% | -$13.8K | 0.45% | 53 |
|
|
2019
Q4 | $2.14M | Sell |
7,584
-2,628
| -26% | -$740K | 0.41% | 64 |
|
|
2019
Q3 | $2.59M | Sell |
10,212
-146
| -1% | -$37.1K | 0.53% | 50 |
|
|
2019
Q2 | $2.84M | Buy |
10,358
+1,832
| +21% | +$503K | 0.58% | 45 |
|
|
2019
Q1 | $2.1M | Buy |
8,526
+3,314
| +64% | +$817K | 0.46% | 61 |
|
|
2018
Q4 | $928K | Buy |
5,212
+929
| +22% | +$165K | 0.25% | 101 |
|
|
2018
Q3 | $838K | Buy |
+4,283
| New | +$838K | 0.17% | 144 |
|
|
2018
Q1 | – | Sell |
-31,800
| Closed | -$4.15M | – | 330 |
|
|
2017
Q4 | $4.15M | Sell |
31,800
-1,000
| -3% | -$130K | 0.98% | 24 |
|
|
2017
Q3 | $3.86M | Sell |
32,800
-300
| -0.9% | -$35.3K | 0.97% | 21 |
|
|
2017
Q2 | $3.51M | Sell |
33,100
-1,000
| -3% | -$106K | 0.93% | 25 |
|
|
2017
Q1 | $2.98M | Sell |
34,100
-700
| -2% | -$61.2K | 0.79% | 30 |
|
|
2016
Q4 | $2.59M | Hold |
34,800
| – | – | 0.73% | 36 |
|
|
2016
Q3 | $2.75M | Hold |
34,800
| – | – | 0.78% | 33 |
|
|
2016
Q2 | $2.31M | Sell |
34,800
-200
| -0.6% | -$13.3K | 0.67% | 40 |
|
|
2016
Q1 | $2.14M | Sell |
35,000
-7,268
| -17% | -$445K | 0.66% | 44 |
|
|
2015
Q4 | $3.66M | Buy |
42,268
+1,747
| +4% | +$151K | 1.11% | 19 |
|
|
2015
Q3 | $2.81M | Buy |
40,521
+90
| +0.2% | +$6.25K | 0.95% | 26 |
|
|
2015
Q2 | $3M | Sell |
40,431
-52
| -0.1% | -$3.86K | 0.82% | 29 |
|
|
2015
Q1 | $3.19M | Sell |
40,483
-9,317
| -19% | -$734K | 0.88% | 28 |
|
|
2014
Q4 | $3.38M | Sell |
49,800
-1,400
| -3% | -$95K | 0.88% | 30 |
|
|
2014
Q3 | $3.01M | Sell |
51,200
-98
| -0.2% | -$5.76K | 0.82% | 39 |
|
|
2014
Q2 | $3.18M | Buy |
51,298
+31,025
| +153% | +$1.92M | 0.85% | 34 |
|
|
2014
Q1 | $1.22M | Buy |
+20,273
| New | +$1.22M | 0.34% | 79 |
|