Triad Wealth Partners’s ServiceNow NOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$719K Buy
699
+170
+32% +$175K 0.15% 109
2025
Q1
$421K Buy
529
+51
+11% +$40.6K 0.13% 118
2024
Q4
$507K Buy
+478
New +$507K 0.18% 89
2024
Q3
Sell
-473
Closed -$372K 610
2024
Q2
$372K Buy
+473
New +$372K 0.2% 51