AE Wealth Management’s Check Point Software Technologies CHKP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
1,192
-558
| -32% | -$123K | ﹤0.01% | 1167 |
|
|
2025
Q1 | $399K | Buy |
1,750
+82
| +5% | +$18.7K | ﹤0.01% | 988 |
|
|
2024
Q4 | $311K | Buy |
1,668
+26
| +2% | +$4.85K | ﹤0.01% | 1084 |
|
|
2024
Q3 | $317K | Sell |
1,642
-340
| -17% | -$65.6K | ﹤0.01% | 1005 |
|
|
2024
Q2 | $327K | Buy |
+1,982
| New | +$327K | ﹤0.01% | 1001 |
|
|
2024
Q1 | – | Sell |
-7,798
| Closed | -$1.24M | – | 1289 |
|
|
2023
Q4 | $1.24M | Buy |
7,798
+1,031
| +15% | +$165K | 0.01% | 1074 |
|
|
2023
Q3 | $902K | Buy |
6,767
+1,022
| +18% | +$136K | 0.01% | 1133 |
|
|
2023
Q2 | $722K | Buy |
5,745
+495
| +9% | +$62.2K | ﹤0.01% | 1216 |
|
|
2023
Q1 | $683K | Sell |
5,250
-5
| -0.1% | -$650 | ﹤0.01% | 1205 |
|
|
2022
Q4 | $663K | Buy |
5,255
+251
| +5% | +$31.7K | ﹤0.01% | 1162 |
|
|
2022
Q3 | $561K | Sell |
5,004
-274
| -5% | -$30.7K | ﹤0.01% | 1193 |
|
|
2022
Q2 | $643K | Buy |
5,278
+9
| +0.2% | +$1.1K | 0.01% | 1071 |
|
|
2022
Q1 | $728K | Sell |
5,269
-33
| -0.6% | -$4.56K | 0.01% | 1049 |
|
|
2021
Q4 | $618K | Buy |
5,302
+306
| +6% | +$35.7K | ﹤0.01% | 1173 |
|
|
2021
Q3 | $565K | Buy |
4,996
+75
| +2% | +$8.48K | ﹤0.01% | 1127 |
|
|
2021
Q2 | $571K | Sell |
4,921
-30
| -0.6% | -$3.48K | 0.01% | 1094 |
|
|
2021
Q1 | $554K | Buy |
4,951
+653
| +15% | +$73.1K | 0.01% | 979 |
|
|
2020
Q4 | $571K | Buy |
4,298
+164
| +4% | +$21.8K | 0.01% | 909 |
|
|
2020
Q3 | $497K | Sell |
4,134
-5,149
| -55% | -$619K | 0.01% | 882 |
|
|
2020
Q2 | $997K | Buy |
9,283
+881
| +10% | +$94.6K | 0.02% | 620 |
|
|
2020
Q1 | $845K | Sell |
8,402
-3,488
| -29% | -$351K | 0.02% | 530 |
|
|
2019
Q4 | $1.32M | Buy |
11,890
+3,450
| +41% | +$383K | 0.03% | 468 |
|
|
2019
Q3 | $924K | Sell |
8,440
-898
| -10% | -$98.3K | 0.03% | 471 |
|
|
2019
Q2 | $1.08M | Buy |
9,338
+7,118
| +321% | +$823K | 0.03% | 392 |
|
|
2019
Q1 | $281K | Buy |
+2,220
| New | +$281K | 0.02% | 482 |
|