WAS
WESPAC Advisors SoCal’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
4,196
+305
| +8% | +$314K | 0.96% | 36 |
|
|
2025
Q1 | $3.1M | Buy |
3,891
+220
| +6% | +$175K | 0.81% | 38 |
|
|
2024
Q4 | $3.89M | Sell |
3,671
-223
| -6% | -$236K | 0.88% | 35 |
|
|
2024
Q3 | $3.48M | Buy |
3,894
+205
| +6% | +$183K | 0.81% | 35 |
|
|
2024
Q2 | $2.9M | Buy |
3,689
+64
| +2% | +$50.3K | 0.73% | 38 |
|
|
2024
Q1 | $2.76M | Buy |
3,625
+574
| +19% | +$438K | 0.72% | 38 |
|
|
2023
Q4 | $2.16M | Buy |
3,051
+962
| +46% | +$680K | 0.63% | 39 |
|
|
2023
Q3 | $1.17M | Sell |
2,089
-15
| -0.7% | -$8.38K | 0.39% | 48 |
|
|
2023
Q2 | $1.18M | Sell |
2,104
-15
| -0.7% | -$8.43K | 0.4% | 47 |
|
|
2023
Q1 | $985K | Buy |
2,119
+70
| +3% | +$32.5K | 0.34% | 52 |
|
|
2022
Q4 | $796K | Sell |
2,049
-245
| -11% | -$95.1K | 0.3% | 55 |
|
|
2022
Q3 | $965K | Sell |
2,294
-85
| -4% | -$35.8K | 0.4% | 44 |
|
|
2022
Q2 | $1.13M | Sell |
2,379
-155
| -6% | -$73.7K | 0.43% | 42 |
|
|
2022
Q1 | $1.41M | Buy |
2,534
+5
| +0.2% | +$2.78K | 0.44% | 43 |
|
|
2021
Q4 | $1.48M | Sell |
2,529
-109
| -4% | -$63.9K | 0.45% | 42 |
|
|
2021
Q3 | $1.67M | Buy |
2,638
+234
| +10% | +$148K | 0.55% | 44 |
|
|
2021
Q2 | $1.32M | Buy |
2,404
+67
| +3% | +$36.8K | 0.44% | 44 |
|
|
2021
Q1 | $1.17M | Buy |
2,337
+618
| +36% | +$309K | 0.46% | 40 |
|
|
2020
Q4 | $946K | Buy |
+1,719
| New | +$946K | 0.38% | 40 |
|