Concord Wealth Partners’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 | $24.6K | Sell |
111
-79
| -42% | -$17.5K | ﹤0.01% | 444 |
|
|
2025
Q1 | $43.3K | Hold |
190
| – | – | 0.01% | 337 |
|
|
2024
Q4 | $35.5K | Hold |
190
| – | – | 0.01% | 381 |
|
|
2024
Q3 | $36.6K | Buy |
+190
| New | +$36.6K | 0.01% | 380 |
|
|
2024
Q2 | – | Sell |
-190
| Closed | -$31.2K | – | 855 |
|
|
2024
Q1 | $31.2K | Buy |
+190
| New | +$31.2K | 0.01% | 427 |
|
|
2023
Q4 | – | Sell |
-190
| Closed | -$25.3K | – | 853 |
|
|
2023
Q3 | $25.3K | Buy |
+190
| New | +$25.3K | 0.01% | 476 |
|
|
2022
Q2 | – | Sell |
-155
| Closed | -$21K | – | 1254 |
|
|
2022
Q1 | $21K | Sell |
155
-4
| -3% | -$542 | 0.01% | 619 |
|
|
2021
Q4 | $19K | Buy |
+159
| New | +$19K | ﹤0.01% | 656 |
|
|
2021
Q3 | – | Sell |
-93
| Closed | -$11K | – | 928 |
|
|
2021
Q2 | $11K | Buy |
93
+34
| +58% | +$4.02K | ﹤0.01% | 608 |
|
|
2021
Q1 | $7K | Buy |
+59
| New | +$7K | ﹤0.01% | 621 |
|