Carson Wealth (CWM LLC)’s Check Point Software Technologies CHKP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.6M Sell
34,359
-971
-3% -$215K 0.03% 470
2025
Q1
$8.05M Sell
35,330
-2,752
-7% -$627K 0.03% 399
2024
Q4
$7.11M Sell
38,082
-4,128
-10% -$771K 0.03% 397
2024
Q3
$8.14M Sell
42,210
-3,759
-8% -$725K 0.04% 343
2024
Q2
$7.59M Sell
45,969
-1,289
-3% -$213K 0.04% 336
2024
Q1
$7.75M Sell
47,258
-3,780
-7% -$620K 0.04% 335
2023
Q4
$7.8M Sell
51,038
-2,897
-5% -$443K 0.04% 315
2023
Q3
$7.19M Sell
53,935
-5,190
-9% -$692K 0.04% 294
2023
Q2
$7.43M Sell
59,125
-5,550
-9% -$697K 0.05% 273
2023
Q1
$8.41M Sell
64,675
-2,290
-3% -$298K 0.06% 238
2022
Q4
$8.45M Sell
66,965
-1,234
-2% -$156K 0.06% 219
2022
Q3
$7.64M Buy
68,199
+2,578
+4% +$289K 0.06% 223
2022
Q2
$7.99M Buy
65,621
+1,649
+3% +$201K 0.06% 229
2022
Q1
$8.85M Buy
63,972
+910
+1% +$126K 0.06% 220
2021
Q4
$7.35M Buy
+63,062
New +$7.35M 0.05% 256
2021
Q2
$7.42M Hold
63,872
0.06% 239
2021
Q1
$7.42M Hold
63,872
0.06% 239
2020
Q4
$7.42M Hold
63,872
0.06% 239
2020
Q3
$7.42M Hold
63,872
0.06% 239
2020
Q2
$7.42M Hold
63,872
0.06% 239
2020
Q1
$7.42M Hold
63,872
0.06% 239
2019
Q4
$7.42M Hold
63,872
0.06% 239
2019
Q3
$7.42M Hold
63,872
0.06% 239
2019
Q2
$7.42M Hold
63,872
0.06% 239
2019
Q1
$7.42M Buy
63,872
+52,620
+468% +$6.11M 0.06% 239
2018
Q4
$1.16M Buy
11,252
+8,873
+373% +$911K 0.03% 362
2018
Q3
$280K Buy
2,379
+2,292
+2,634% +$270K 0.01% 452
2018
Q2
$8K Buy
87
+62
+248% +$5.7K ﹤0.01% 1051
2018
Q1
$2K Buy
+25
New +$2K ﹤0.01% 1154