WealthPLAN 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 | $814K | Sell |
792
-1,130
| -59% | -$1.16M | 0.13% | 138 |
|
|
2025
Q1 | $1.53M | Sell |
1,922
-9
| -0.5% | -$7.17K | 0.22% | 103 |
|
|
2024
Q4 | $2.05M | Sell |
1,931
-206
| -10% | -$218K | 0.29% | 89 |
|
|
2024
Q3 | $1.91M | Sell |
2,137
-1,121
| -34% | -$1M | 0.26% | 98 |
|
|
2024
Q2 | $2.56M | Buy |
3,258
+118
| +4% | +$92.8K | 0.28% | 94 |
|
|
2024
Q1 | $2.39M | Buy |
3,140
+1,059
| +51% | +$807K | 0.25% | 102 |
|
|
2023
Q4 | $1.47M | Buy |
+2,081
| New | +$1.47M | 0.15% | 137 |
|
|
2023
Q3 | – | Sell |
-204
| Closed | -$115K | – | 848 |
|
|
2023
Q2 | $115K | Hold |
204
| – | – | 0.02% | 373 |
|
|
2023
Q1 | $94.8K | Sell |
204
-340
| -63% | -$158K | 0.01% | 436 |
|
|
2022
Q4 | $251K | Buy |
+544
| New | +$251K | 0.02% | 337 |
|
|
2022
Q1 | $271K | Hold |
567
| – | – | 0.02% | 332 |
|
|
2021
Q4 | $332K | Buy |
567
+7
| +1% | +$4.1K | 0.02% | 304 |
|
|
2021
Q3 | $371K | Sell |
560
-180
| -24% | -$119K | 0.02% | 288 |
|
|
2021
Q2 | $422K | Buy |
+740
| New | +$422K | 0.03% | 252 |
|