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