Avantax Advisory Services’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 | $4.2M | Buy |
18,976
+907
| +5% | +$201K | 0.02% | 512 |
|
|
2025
Q1 | $4.12M | Buy |
18,069
+2,433
| +16% | +$555K | 0.03% | 480 |
|
|
2024
Q4 | $2.92M | Buy |
15,636
+7,314
| +88% | +$1.37M | 0.02% | 566 |
|
|
2024
Q3 | $1.6M | Buy |
8,322
+4,988
| +150% | +$962K | 0.01% | 796 |
|
|
2024
Q2 | $550K | Buy |
3,334
+1,603
| +93% | +$264K | ﹤0.01% | 1297 |
|
|
2024
Q1 | $284K | Buy |
1,731
+14
| +0.8% | +$2.3K | ﹤0.01% | 1327 |
|
|
2023
Q4 | $262K | Buy |
1,717
+109
| +7% | +$16.7K | ﹤0.01% | 1314 |
|
|
2023
Q3 | $214K | Buy |
+1,608
| New | +$214K | ﹤0.01% | 1390 |
|
|
2020
Q4 | – | Sell |
-1,717
| Closed | -$207K | – | 996 |
|
|
2020
Q3 | $207K | Buy |
+1,717
| New | +$207K | ﹤0.01% | 1210 |
|