AWM
Aries 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 | $563K | Hold |
2,543
| – | – | 0.15% | 130 |
|
|
2025
Q1 | $580K | Buy |
2,543
+456
| +22% | +$104K | 0.16% | 120 |
|
|
2024
Q4 | $390K | Hold |
2,087
| – | – | 0.11% | 158 |
|
|
2024
Q3 | $402K | Hold |
2,087
| – | – | 0.11% | 154 |
|
|
2024
Q2 | $344K | Hold |
2,087
| – | – | 0.11% | 148 |
|
|
2024
Q1 | $342K | Hold |
2,087
| – | – | 0.11% | 152 |
|
|
2023
Q4 | $319K | Sell |
2,087
-34
| -2% | -$5.2K | 0.11% | 146 |
|
|
2023
Q3 | $289K | Sell |
2,121
-29
| -1% | -$3.96K | 0.11% | 156 |
|
|
2023
Q2 | $270K | Sell |
2,150
-268
| -11% | -$33.7K | 0.1% | 158 |
|
|
2023
Q1 | $314K | Sell |
2,418
-125
| -5% | -$16.3K | 0.13% | 143 |
|
|
2022
Q4 | $321K | Sell |
2,543
-40
| -2% | -$5.05K | 0.14% | 136 |
|
|
2022
Q3 | $334K | Buy |
2,583
+298
| +13% | +$38.5K | 0.15% | 131 |
|
|
2022
Q2 | $278K | Buy |
+2,285
| New | +$278K | 0.13% | 132 |
|
|
2022
Q1 | – | Sell |
-2,300
| Closed | -$268K | – | 97 |
|
|
2021
Q4 | $268K | Hold |
2,300
| – | – | 0.1% | 154 |
|
|
2021
Q3 | $260K | Hold |
2,300
| – | – | 0.11% | 151 |
|
|
2021
Q2 | $267K | Hold |
2,300
| – | – | 0.11% | 146 |
|
|
2021
Q1 | $268K | Sell |
2,300
-95
| -4% | -$11.1K | 0.12% | 145 |
|
|
2020
Q4 | $316K | Hold |
2,395
| – | – | 0.16% | 118 |
|
|
2020
Q3 | $288K | Hold |
2,395
| – | – | 0.16% | 112 |
|
|
2020
Q2 | $257K | Buy |
2,395
+260
| +12% | +$27.9K | 0.16% | 117 |
|
|
2020
Q1 | $211K | Hold |
2,135
| – | – | 0.16% | 118 |
|
|
2019
Q4 | $241K | Hold |
2,135
| – | – | 0.15% | 129 |
|
|
2019
Q3 | $238K | Buy |
2,135
+165
| +8% | +$18.4K | 0.16% | 127 |
|
|
2019
Q2 | $236K | Hold |
1,970
| – | – | 0.17% | 129 |
|
|
2019
Q1 | $249K | Buy |
+1,970
| New | +$249K | 0.19% | 120 |
|