SVWAG
Sound View Wealth Advisors Group’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
1,304
+205
| +19% | +$211K | 0.1% | 161 |
|
|
2025
Q1 | $875K | Buy |
1,099
+42
| +4% | +$33.4K | 0.07% | 190 |
|
|
2024
Q4 | $1.12M | Buy |
1,057
+20
| +2% | +$21.2K | 0.09% | 168 |
|
|
2024
Q3 | $927K | Buy |
1,037
+150
| +17% | +$134K | 0.08% | 184 |
|
|
2024
Q2 | $698K | Sell |
887
-3
| -0.3% | -$2.36K | 0.07% | 201 |
|
|
2024
Q1 | $679K | Sell |
890
-32
| -3% | -$24.4K | 0.07% | 206 |
|
|
2023
Q4 | $651K | Buy |
922
+69
| +8% | +$48.7K | 0.07% | 209 |
|
|
2023
Q3 | $477K | Buy |
853
+108
| +14% | +$60.4K | 0.06% | 226 |
|
|
2023
Q2 | $419K | Sell |
745
-146
| -16% | -$82.1K | 0.05% | 243 |
|
|
2023
Q1 | $414K | Sell |
891
-31
| -3% | -$14.4K | 0.06% | 242 |
|
|
2022
Q4 | $651K | Sell |
922
-79
| -8% | -$55.8K | 0.07% | 209 |
|
|
2022
Q3 | $378K | Sell |
1,001
-24
| -2% | -$9.06K | 0.08% | 185 |
|
|
2022
Q2 | $487K | Buy |
1,025
+68
| +7% | +$32.3K | 0.1% | 167 |
|
|
2022
Q1 | $533K | Buy |
957
+179
| +23% | +$99.7K | 0.1% | 168 |
|
|
2021
Q4 | $505K | Buy |
778
+306
| +65% | +$199K | 0.1% | 180 |
|
|
2021
Q3 | $294K | Buy |
+472
| New | +$294K | 0.06% | 235 |
|
|
2020
Q4 | – | Sell |
-416
| Closed | -$202K | – | 259 |
|
|
2020
Q3 | $202K | Buy |
+416
| New | +$202K | 0.05% | 238 |
|