Valeo Financial Advisors’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
2,517
+255
| +11% | +$262K | 0.06% | 143 |
|
|
2025
Q1 | $1.8M | Buy |
2,262
+192
| +9% | +$153K | 0.05% | 174 |
|
|
2024
Q4 | $2.19M | Buy |
2,070
+65
| +3% | +$68.9K | 0.06% | 142 |
|
|
2024
Q3 | $1.79M | Sell |
2,005
-48
| -2% | -$42.9K | 0.05% | 167 |
|
|
2024
Q2 | $1.62M | Buy |
2,053
+36
| +2% | +$28.3K | 0.05% | 170 |
|
|
2024
Q1 | $1.51M | Buy |
2,017
+147
| +8% | +$110K | 0.05% | 178 |
|
|
2023
Q4 | $1.32M | Buy |
1,870
+90
| +5% | +$63.6K | 0.05% | 186 |
|
|
2023
Q3 | $995K | Buy |
1,780
+689
| +63% | +$385K | 0.05% | 208 |
|
|
2023
Q2 | $613K | Sell |
1,091
-186
| -15% | -$105K | 0.03% | 281 |
|
|
2023
Q1 | $593K | Buy |
1,277
+456
| +56% | +$212K | 0.03% | 298 |
|
|
2022
Q4 | $319K | Buy |
+821
| New | +$319K | 0.02% | 374 |
|
|
2022
Q2 | – | Sell |
-535
| Closed | -$298K | – | 557 |
|
|
2022
Q1 | $298K | Buy |
535
+179
| +50% | +$99.7K | 0.02% | 424 |
|
|
2021
Q4 | $231K | Sell |
356
-71
| -17% | -$46.1K | 0.01% | 463 |
|
|
2021
Q3 | $266K | Buy |
+427
| New | +$266K | 0.02% | 406 |
|
|
2021
Q2 | – | Sell |
-4,982
| Closed | -$2.49M | – | 1267 |
|
|
2021
Q1 | $2.49M | Buy |
4,982
+59
| +1% | +$29.5K | 0.12% | 97 |
|
|
2020
Q4 | $2.71M | Buy |
4,923
+4,797
| +3,807% | +$2.64M | 0.14% | 83 |
|
|
2020
Q3 | $61K | Buy |
126
+9
| +8% | +$4.36K | 0.01% | 580 |
|
|
2020
Q2 | $47K | Buy |
117
+17
| +17% | +$6.83K | ﹤0.01% | 717 |
|
|
2020
Q1 | $28K | Sell |
100
-412
| -80% | -$115K | ﹤0.01% | 759 |
|
|
2019
Q4 | $145K | Sell |
512
-250
| -33% | -$70.8K | 0.01% | 387 |
|
|
2019
Q3 | $193K | Buy |
762
+12
| +2% | +$3.04K | 0.02% | 306 |
|
|
2019
Q2 | $206K | Sell |
750
-141
| -16% | -$38.7K | 0.02% | 283 |
|
|
2019
Q1 | $220K | Hold |
891
| – | – | 0.03% | 260 |
|
|
2018
Q4 | $159K | Sell |
891
-40
| -4% | -$7.14K | 0.02% | 289 |
|
|
2018
Q3 | $169K | Buy |
931
+440
| +90% | +$79.9K | 0.02% | 300 |
|
|
2018
Q2 | $91K | Buy |
491
+393
| +401% | +$72.8K | 0.01% | 414 |
|
|
2018
Q1 | $16K | Hold |
98
| – | – | ﹤0.01% | 789 |
|
|
2017
Q4 | $13K | Buy |
+98
| New | +$13K | ﹤0.01% | 770 |
|