Bartlett & Co 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
$117K Sell
530
-10
-2% -$2.21K ﹤0.01% 518
2025
Q1
$123K Buy
540
+10
+2% +$2.28K ﹤0.01% 513
2024
Q4
$99K Hold
530
﹤0.01% 540
2024
Q3
$102K Hold
530
﹤0.01% 542
2024
Q2
$87.5K Hold
530
﹤0.01% 572
2024
Q1
$86.9K Hold
530
﹤0.01% 583
2023
Q4
$80.9K Hold
530
﹤0.01% 608
2023
Q3
$70.6K Hold
530
﹤0.01% 590
2023
Q2
$66.6K Hold
530
﹤0.01% 616
2023
Q1
$68.9K Hold
530
﹤0.01% 517
2022
Q4
$66.9K Hold
530
﹤0.01% 537
2022
Q3
$59.4K Hold
530
﹤0.01% 540
2022
Q2
$64.5K Hold
530
﹤0.01% 535
2022
Q1
$73.3K Buy
+530
New +$73.3K ﹤0.01% 529
2021
Q4
Sell
-530
Closed -$59.9K 483
2021
Q3
$59.9K Hold
530
﹤0.01% 482
2021
Q2
$61.5K Sell
530
-800
-60% -$92.9K ﹤0.01% 472
2021
Q1
$149K Hold
1,330
﹤0.01% 354
2020
Q4
$177K Hold
1,330
﹤0.01% 340
2020
Q3
$160K Hold
1,330
﹤0.01% 329
2020
Q2
$143K Hold
1,330
﹤0.01% 343
2020
Q1
$134K Sell
1,330
-45
-3% -$4.52K ﹤0.01% 332
2019
Q4
$153K Sell
1,375
-100
-7% -$11.1K ﹤0.01% 363
2019
Q3
$162K Buy
1,475
+45
+3% +$4.93K ﹤0.01% 347
2019
Q2
$165K Hold
1,430
0.01% 271
2019
Q1
$181K Hold
1,430
0.01% 260
2018
Q4
$147K Hold
1,430
0.01% 276
2018
Q3
$168K Hold
1,430
0.01% 272
2018
Q2
$140K Buy
1,430
+339
+31% +$33.1K 0.01% 291
2018
Q1
$108K Buy
+1,091
New +$108K ﹤0.01% 312