EP Wealth Advisors’s Check Point Software Technologies CHKP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
1,248
-207
| -14% | -$45.8K | ﹤0.01% | 1070 |
|
|
2025
Q1 | $332K | Sell |
1,455
-41
| -3% | -$9.35K | ﹤0.01% | 866 |
|
|
2024
Q4 | $279K | Buy |
1,496
+161
| +12% | +$30.1K | ﹤0.01% | 899 |
|
|
2024
Q3 | $257K | Hold |
1,335
| – | – | ﹤0.01% | 926 |
|
|
2024
Q2 | $220K | Buy |
1,335
+13
| +1% | +$2.15K | ﹤0.01% | 733 |
|
|
2024
Q1 | $217K | Buy |
+1,322
| New | +$217K | ﹤0.01% | 715 |
|