WealthPlan Investment Management’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
232
-2,470
| -91% | -$2.54M | 0.02% | 315 |
|
|
2025
Q1 | $2.15M | Sell |
2,702
-138
| -5% | -$110K | 0.21% | 96 |
|
|
2024
Q4 | $3.01M | Sell |
2,840
-372
| -12% | -$394K | 0.3% | 85 |
|
|
2024
Q3 | $2.87M | Buy |
3,212
+1,514
| +89% | +$1.35M | 0.29% | 85 |
|
|
2024
Q2 | $1.34M | Buy |
1,698
+62
| +4% | +$48.8K | 0.2% | 88 |
|
|
2024
Q1 | $1.25M | Sell |
1,636
-222
| -12% | -$169K | 0.19% | 87 |
|
|
2023
Q4 | $1.31M | Buy |
+1,858
| New | +$1.31M | 0.21% | 86 |
|
|
2023
Q3 | – | Sell |
-336
| Closed | -$189K | – | 280 |
|
|
2023
Q2 | $189K | Hold |
336
| – | – | 0.06% | 128 |
|
|
2023
Q1 | $156K | Sell |
336
-208
| -38% | -$96.7K | 0.03% | 170 |
|
|
2022
Q4 | $251K | Sell |
544
-4
| -0.7% | -$1.84K | 0.02% | 339 |
|
|
2022
Q3 | $213K | Buy |
+548
| New | +$213K | 0.02% | 348 |
|
|
2022
Q1 | $271K | Buy |
+567
| New | +$271K | 0.02% | 332 |
|