AWM

AllSquare Wealth Management’s Check Point Software Technologies CHKP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$58.2K	Hold	263	–	–	0.03%	210
2025 Q1	$59.9K	Hold	263	–	–	0.04%	195
2024 Q4	$49.1K	Hold	263	–	–	0.03%	214
2024 Q3	$50.7K	Hold	263	–	–	0.03%	216
2024 Q2	$43.4K	Sell	263 -50	-16%	-$8.25K	0.03%	219
2024 Q1	$51.3K	Hold	313	–	–	0.03%	212
2023 Q4	$47.8K	Hold	313	–	–	0.03%	216
2023 Q3	$41.7K	Hold	313	–	–	0.03%	218
2023 Q2	$38.6K	Hold	313	–	–	0.03%	237
2023 Q1	$40.7K	Sell	313 -500	-62%	-$65K	0.03%	230
2022 Q4	$103K	Hold	813	–	–	0.07%	134
2022 Q3	$91K	Hold	813	–	–	0.07%	130
2022 Q2	$99K	Hold	813	–	–	0.07%	127
2022 Q1	$112K	Sell	813 -280	-26%	-$38.6K	0.07%	135
2021 Q4	$127K	Hold	1,093	–	–	0.07%	127
2021 Q3	$124K	Hold	1,093	–	–	0.07%	122
2021 Q2	$127K	Hold	1,093	–	–	0.07%	129
2021 Q1	$122K	Hold	1,093	–	–	0.08%	127
2020 Q4	$145K	Hold	1,093	–	–	0.1%	109
2020 Q3	$132K	Hold	1,093	–	–	0.1%	108
2020 Q2	$117K	Hold	1,093	–	–	0.09%	112
2020 Q1	$110K	Hold	1,093	–	–	0.1%	107
2019 Q4	$121K	Hold	1,093	–	–	0.08%	113
2019 Q3	$120K	Hold	1,093	–	–	0.09%	113
2019 Q2	$126K	Hold	1,093	–	–	0.09%	105
2019 Q1	$138K	Hold	1,093	–	–	0.1%	100
2018 Q4	$112K	Hold	1,093	–	–	0.09%	104
2018 Q3	$129K	Hold	1,093	–	–	0.1%	102
2018 Q2	$107K	Buy	+1,093	New	+$107K	0.08%	118
2016 Q1	–	Sell	-283	Closed	-$23K	–	307
2015 Q4	$23K	Buy	283 +67	+31%	+$5.45K	0.02%	159
2015 Q3	$17K	Buy	+216	New	+$17K	0.02%	181