Summit Wealth Group’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+220
| New | +$226K | 0.06% | 105 |
|
|
2025
Q1 | – | Sell |
-218
| Closed | -$231K | – | 103 |
|
|
2024
Q4 | $231K | Buy |
+218
| New | +$231K | 0.07% | 91 |
|
|
2023
Q2 | – | Sell |
-101,309
| Closed | – | – | 197 |
|
|
2023
Q1 | $0 | Buy |
+101,309
| New | – | ﹤0.01% | 226 |
|
|
2022
Q1 | – | Sell |
-352
| Closed | -$228K | – | 35 |
|
|
2021
Q4 | $228K | Sell |
352
-3
| -0.8% | -$1.94K | 0.26% | 28 |
|
|
2021
Q3 | $221K | Sell |
355
-20
| -5% | -$12.5K | 0.35% | 40 |
|
|
2021
Q2 | $206K | Sell |
375
-16
| -4% | -$8.79K | 0.31% | 23 |
|
|
2021
Q1 | $196K | Hold |
391
| – | – | 0.32% | 14 |
|
|
2020
Q4 | $215K | Buy |
+391
| New | +$215K | 0.13% | 41 |
|