Clearstead Advisors’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 | $751K | Sell |
3,393
-134
| -4% | -$29.6K | 0.01% | 502 |
|
2025
Q1 | $804K | Sell |
3,527
-180
| -5% | -$41K | 0.01% | 457 |
|
2024
Q4 | $692K | Buy |
3,707
+178
| +5% | +$33.2K | 0.01% | 488 |
|
2024
Q3 | $680K | Buy |
3,529
+29
| +0.8% | +$5.59K | 0.01% | 498 |
|
2024
Q2 | $578K | Buy |
3,500
+2,898
| +481% | +$478K | 0.01% | 510 |
|
2024
Q1 | $90.3K | Buy |
602
+2
| +0.3% | +$300 | ﹤0.01% | 626 |
|
2023
Q4 | $91.7K | Sell |
600
-600
| -50% | -$91.7K | ﹤0.01% | 599 |
|
2023
Q3 | $160K | Buy |
1,200
+600
| +100% | +$80K | ﹤0.01% | 619 |
|
2023
Q2 | $75.4K | Hold |
600
| – | – | ﹤0.01% | 636 |
|
2023
Q1 | $78K | Hold |
600
| – | – | 0.01% | 560 |
|
2022
Q4 | $75.7K | Hold |
600
| – | – | 0.01% | 555 |
|
2022
Q3 | $67K | Hold |
600
| – | – | 0.01% | 550 |
|
2022
Q2 | $73K | Hold |
600
| – | – | 0.01% | 542 |
|
2022
Q1 | $83K | Hold |
600
| – | – | 0.01% | 581 |
|
2021
Q4 | $70K | Hold |
600
| – | – | ﹤0.01% | 598 |
|
2021
Q3 | $68K | Sell |
600
-300
| -33% | -$34K | 0.01% | 558 |
|
2021
Q2 | $105K | Hold |
900
| – | – | 0.01% | 442 |
|
2021
Q1 | $101K | Hold |
900
| – | – | 0.01% | 437 |
|
2020
Q4 | $120K | Sell |
900
-300
| -25% | -$40K | 0.01% | 387 |
|
2020
Q3 | $144K | Hold |
1,200
| – | – | 0.02% | 317 |
|
2020
Q2 | $129K | Hold |
1,200
| – | – | 0.01% | 321 |
|
2020
Q1 | $121K | Sell |
1,200
-1,911
| -61% | -$193K | 0.02% | 304 |
|
2019
Q4 | $345K | Hold |
3,111
| – | – | 0.04% | 212 |
|
2019
Q3 | $341K | Sell |
3,111
-28
| -0.9% | -$3.07K | 0.05% | 205 |
|
2019
Q2 | $363K | Buy |
+3,139
| New | +$363K | 0.05% | 199 |
|