Trek Financial’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-667
| Closed | -$531K | – | 439 |
|
2025
Q1 | $531K | Sell |
667
-5,066
| -88% | -$4.03M | 0.04% | 236 |
|
2024
Q4 | $6.08M | Sell |
5,733
-76
| -1% | -$80.6K | 0.45% | 61 |
|
2024
Q3 | $5.2M | Buy |
5,809
+4,850
| +506% | +$4.34M | 0.39% | 74 |
|
2024
Q2 | $754K | Buy |
+959
| New | +$754K | 0.06% | 187 |
|