XWM
Xcel Wealth Management’s ServiceNow NOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Sell |
4,521
-144
| -3% | -$148K | 1.32% | 24 |
|
|
2025
Q1 | $3.71M | Buy |
4,665
+275
| +6% | +$219K | 1.16% | 25 |
|
|
2024
Q4 | $4.65M | Hold |
4,390
| – | – | 1.29% | 21 |
|
|
2024
Q3 | $3.93M | Sell |
4,390
-150
| -3% | -$134K | 1.15% | 24 |
|
|
2024
Q2 | $3.57M | Sell |
4,540
-15
| -0.3% | -$11.8K | 1.12% | 28 |
|
|
2024
Q1 | $3.47M | Sell |
4,555
-20
| -0.4% | -$15.2K | 1.09% | 27 |
|
|
2023
Q4 | $3.23M | Sell |
4,575
-210
| -4% | -$148K | 1.13% | 24 |
|
|
2023
Q3 | $2.67M | Sell |
4,785
-40
| -0.8% | -$22.4K | 1.06% | 26 |
|
|
2023
Q2 | $2.71M | Buy |
4,825
+60
| +1% | +$33.7K | 0.86% | 32 |
|
|
2023
Q1 | $2.21M | Buy |
4,765
+1,580
| +50% | +$734K | 0.78% | 36 |
|
|
2022
Q4 | $1.24M | Buy |
3,185
+165
| +5% | +$64.1K | 0.49% | 47 |
|
|
2022
Q3 | $1.14M | Buy |
3,020
+2,020
| +202% | +$763K | 0.42% | 53 |
|
|
2022
Q2 | $476K | Buy |
+1,000
| New | +$476K | 0.17% | 78 |
|
|
2021
Q3 | – | Sell |
-425
| Closed | -$234K | – | 140 |
|
|
2021
Q2 | $234K | Hold |
425
| – | – | 0.07% | 132 |
|
|
2021
Q1 | $213K | Hold |
425
| – | – | 0.08% | 125 |
|
|
2020
Q4 | $233K | Hold |
425
| – | – | 0.1% | 112 |
|
|
2020
Q3 | $206K | Buy |
+425
| New | +$206K | 0.11% | 107 |
|
|
2020
Q2 | – | Sell |
-1,100
| Closed | -$315K | – | 102 |
|
|
2020
Q1 | $315K | Buy |
+1,100
| New | +$315K | 0.28% | 62 |
|