WPW
Waldron Private Wealth’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
3,595
-23
| -0.6% | -$23.6K | 0.16% | 68 |
|
|
2025
Q1 | $2.88M | Sell |
3,618
-225
| -6% | -$179K | 0.14% | 72 |
|
|
2024
Q4 | $4.07M | Buy |
3,843
+23
| +0.6% | +$24.4K | 0.16% | 72 |
|
|
2024
Q3 | $3.42M | Buy |
3,820
+49
| +1% | +$43.8K | 0.14% | 80 |
|
|
2024
Q2 | $2.97M | Sell |
3,771
-10
| -0.3% | -$7.87K | 0.13% | 82 |
|
|
2024
Q1 | $2.88M | Buy |
3,781
+15
| +0.4% | +$11.4K | 0.13% | 83 |
|
|
2023
Q4 | $2.66M | Buy |
3,766
+19
| +0.5% | +$13.4K | 0.13% | 85 |
|
|
2023
Q3 | $2.09M | Buy |
3,747
+33
| +0.9% | +$18.4K | 0.11% | 97 |
|
|
2023
Q2 | $2.09M | Sell |
3,714
-134
| -3% | -$75.3K | 0.1% | 101 |
|
|
2023
Q1 | $1.79M | Buy |
3,848
+218
| +6% | +$101K | 0.09% | 112 |
|
|
2022
Q4 | $1.37M | Hold |
3,630
| – | – | 0.09% | 128 |
|
|
2022
Q3 | $1.37M | Buy |
3,630
+1
| +0% | +$377 | 0.09% | 128 |
|
|
2022
Q2 | $1.73M | Buy |
3,629
+61
| +2% | +$29K | 0.1% | 120 |
|
|
2022
Q1 | $1.99M | Buy |
3,568
+104
| +3% | +$57.9K | 0.1% | 114 |
|
|
2021
Q4 | $2.25M | Buy |
3,464
+43
| +1% | +$27.9K | 0.11% | 105 |
|
|
2021
Q3 | $2.13M | Buy |
3,421
+22
| +0.6% | +$13.7K | 0.12% | 100 |
|
|
2021
Q2 | $1.87M | Sell |
3,399
-9
| -0.3% | -$4.94K | 0.12% | 103 |
|
|
2021
Q1 | $1.7M | Sell |
3,408
-25
| -0.7% | -$12.5K | 0.12% | 99 |
|
|
2020
Q4 | $1.89M | Buy |
3,433
+14
| +0.4% | +$7.7K | 0.14% | 90 |
|
|
2020
Q3 | $1.66M | Buy |
3,419
+46
| +1% | +$22.3K | 0.14% | 91 |
|
|
2020
Q2 | $1.37M | Buy |
3,373
+19
| +0.6% | +$7.7K | 0.12% | 97 |
|
|
2020
Q1 | $961K | Buy |
3,354
+51
| +2% | +$14.6K | 0.1% | 107 |
|
|
2019
Q4 | $932K | Sell |
3,303
-19
| -0.6% | -$5.36K | 0.08% | 113 |
|
|
2019
Q3 | $843K | Buy |
3,322
+43
| +1% | +$10.9K | 0.09% | 114 |
|
|
2019
Q2 | $900K | Buy |
3,279
+20
| +0.6% | +$5.49K | 0.1% | 93 |
|
|
2019
Q1 | $803K | Buy |
3,259
+34
| +1% | +$8.38K | 0.09% | 101 |
|
|
2018
Q4 | $574K | Hold |
3,225
| – | – | 0.08% | 110 |
|
|
2018
Q3 | $630K | Sell |
3,225
-16
| -0.5% | -$3.13K | 0.12% | 85 |
|
|
2018
Q2 | $558K | Hold |
3,241
| – | – | 0.12% | 80 |
|
|
2018
Q1 | $536K | Hold |
3,241
| – | – | 0.12% | 79 |
|
|
2017
Q4 | $422K | Hold |
3,241
| – | – | 0.1% | 88 |
|
|
2017
Q3 | $380K | Buy |
3,241
+700
| +28% | +$82.1K | 0.11% | 90 |
|
|
2017
Q2 | $269K | Sell |
2,541
-2,536
| -50% | -$268K | 0.09% | 100 |
|
|
2017
Q1 | $429K | Buy |
+5,077
| New | +$429K | 0.11% | 119 |
|
|
2016
Q4 | – | Sell |
-5,077
| Closed | -$408K | – | 149 |
|
|
2016
Q3 | $408K | Sell |
5,077
-60
| -1% | -$4.82K | 0.15% | 65 |
|
|
2016
Q2 | $379K | Sell |
5,137
-118
| -2% | -$8.71K | 0.14% | 74 |
|
|
2016
Q1 | $373K | Buy |
5,255
+16
| +0.3% | +$1.14K | 0.14% | 75 |
|
|
2015
Q4 | $441K | Buy |
5,239
+2
| +0% | +$168 | 0.16% | 73 |
|
|
2015
Q3 | $363K | Buy |
5,237
+160
| +3% | +$11.1K | 0.16% | 65 |
|
|
2015
Q2 | $377K | Hold |
5,077
| – | – | 0.15% | 60 |
|
|
2015
Q1 | $400K | Hold |
5,077
| – | – | 0.16% | 51 |
|
|
2014
Q4 | $344K | Hold |
5,077
| – | – | 0.14% | 55 |
|
|
2014
Q3 | $298K | Hold |
5,077
| – | – | 0.14% | 64 |
|
|
2014
Q2 | $315K | Hold |
5,077
| – | – | 0.15% | 68 |
|
|
2014
Q1 | $304K | Hold |
5,077
| – | – | 0.15% | 68 |
|
|
2013
Q4 | $284K | Buy |
+5,077
| New | +$284K | 0.13% | 76 |
|