BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $242K | Sell |
1,930
-904
| -32% | -$114K | 0.02% | 215 |
|
|
2023
Q1 | $368K | Sell |
2,834
-516
| -15% | -$67.1K | 0.04% | 194 |
|
|
2022
Q4 | $423K | Sell |
3,350
-1,215
| -27% | -$153K | 0.05% | 177 |
|
|
2022
Q3 | $511K | Sell |
4,565
-334
| -7% | -$37.4K | 0.06% | 161 |
|
|
2022
Q2 | $597K | Sell |
4,899
-184
| -4% | -$22.4K | 0.07% | 162 |
|
|
2022
Q1 | $703K | Sell |
5,083
-119
| -2% | -$16.5K | 0.08% | 154 |
|
|
2021
Q4 | $606K | Buy |
5,202
+766
| +17% | +$89.2K | 0.06% | 174 |
|
|
2021
Q3 | $501K | Buy |
4,436
+693
| +19% | +$78.3K | 0.06% | 180 |
|
|
2021
Q2 | $435K | Buy |
3,743
+39
| +1% | +$4.53K | 0.05% | 189 |
|
|
2021
Q1 | $415K | Sell |
3,704
-43
| -1% | -$4.82K | 0.05% | 184 |
|
|
2020
Q4 | $498K | Buy |
3,747
+21
| +0.6% | +$2.79K | 0.07% | 160 |
|
|
2020
Q3 | $448K | Buy |
3,726
+80
| +2% | +$9.62K | 0.07% | 160 |
|
|
2020
Q2 | $392K | Buy |
3,646
+162
| +5% | +$17.4K | 0.07% | 167 |
|
|
2020
Q1 | $350K | Buy |
3,484
+572
| +20% | +$57.5K | 0.07% | 161 |
|
|
2019
Q4 | $323K | Hold |
2,912
| – | – | 0.06% | 188 |
|
|
2019
Q3 | $319K | Buy |
+2,912
| New | +$319K | 0.06% | 168 |
|