Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.03M | Sell |
36,273
-1,353
| -4% | -$299K | 0.12% | 77 |
|
|
2025
Q1 | $8.58M | Sell |
37,626
-2,000
| -5% | -$456K | 0.14% | 76 |
|
|
2024
Q4 | $7.4M | Hold |
39,626
| – | – | 0.11% | 85 |
|
|
2024
Q3 | $7.64M | Hold |
39,626
| – | – | 0.11% | 81 |
|
|
2024
Q2 | $6.54M | Sell |
39,626
-148
| -0.4% | -$24.4K | 0.1% | 84 |
|
|
2024
Q1 | $6.52M | Sell |
39,774
-150
| -0.4% | -$24.6K | 0.1% | 86 |
|
|
2023
Q4 | $6.1M | Buy |
39,924
+200
| +0.5% | +$30.6K | 0.1% | 87 |
|
|
2023
Q3 | $5.29M | Hold |
39,724
| – | – | 0.1% | 88 |
|
|
2023
Q2 | $4.99M | Hold |
39,724
| – | – | 0.09% | 93 |
|
|
2023
Q1 | $5.16M | Hold |
39,724
| – | – | 0.1% | 90 |
|
|
2022
Q4 | $5.01M | Hold |
39,724
| – | – | 0.11% | 89 |
|
|
2022
Q3 | $4.45M | Sell |
39,724
-250
| -0.6% | -$28K | 0.1% | 89 |
|
|
2022
Q2 | $4.87M | Sell |
39,974
-2,700
| -6% | -$329K | 0.1% | 92 |
|
|
2022
Q1 | $5.9M | Sell |
42,674
-2,420
| -5% | -$335K | 0.1% | 91 |
|
|
2021
Q4 | $5.26M | Sell |
45,094
-2,775
| -6% | -$323K | 0.09% | 106 |
|
|
2021
Q3 | $5.41M | Buy |
47,869
+25
| +0.1% | +$2.83K | 0.1% | 98 |
|
|
2021
Q2 | $5.56M | Sell |
47,844
-60
| -0.1% | -$6.97K | 0.1% | 101 |
|
|
2021
Q1 | $5.36M | Sell |
47,904
-300
| -0.6% | -$33.6K | 0.11% | 103 |
|
|
2020
Q4 | $6.41M | Buy |
48,204
+128
| +0.3% | +$17K | 0.14% | 84 |
|
|
2020
Q3 | $5.79M | Sell |
48,076
-305
| -0.6% | -$36.7K | 0.14% | 82 |
|
|
2020
Q2 | $5.2M | Sell |
48,381
-151
| -0.3% | -$16.2K | 0.14% | 84 |
|
|
2020
Q1 | $4.88M | Sell |
48,532
-1,110
| -2% | -$112K | 0.16% | 79 |
|
|
2019
Q4 | $5.51M | Sell |
49,642
-444
| -0.9% | -$49.3K | 0.15% | 84 |
|
|
2019
Q3 | $5.48M | Sell |
50,086
-676
| -1% | -$74K | 0.16% | 83 |
|
|
2019
Q2 | $5.87M | Hold |
50,762
| – | – | 0.18% | 79 |
|
|
2019
Q1 | $6.42M | Sell |
50,762
-1,967
| -4% | -$249K | 0.21% | 77 |
|
|
2018
Q4 | $5.41M | Hold |
52,729
| – | – | 0.2% | 77 |
|
|
2018
Q3 | $6.21M | Hold |
52,729
| – | – | 0.2% | 80 |
|
|
2018
Q2 | $5.15M | Buy |
52,729
+305
| +0.6% | +$29.8K | 0.18% | 88 |
|
|
2018
Q1 | $5.21M | Sell |
52,424
-757
| -1% | -$75.2K | 0.2% | 83 |
|
|
2017
Q4 | $5.51M | Hold |
53,181
| – | – | 0.2% | 78 |
|
|
2017
Q3 | $6.06M | Sell |
53,181
-1,000
| -2% | -$114K | 0.24% | 76 |
|
|
2017
Q2 | $5.91M | Buy |
54,181
+160
| +0.3% | +$17.5K | 0.23% | 79 |
|
|
2017
Q1 | $5.55M | Sell |
54,021
-898
| -2% | -$92.2K | 0.22% | 80 |
|
|
2016
Q4 | $4.64M | Buy |
54,919
+100
| +0.2% | +$8.45K | 0.19% | 89 |
|
|
2016
Q3 | $4.26M | Buy |
54,819
+54
| +0.1% | +$4.19K | 0.18% | 96 |
|
|
2016
Q2 | $4.36M | Sell |
54,765
-2,759
| -5% | -$220K | 0.19% | 95 |
|
|
2016
Q1 | $5.03M | Sell |
57,524
-1,775
| -3% | -$155K | 0.22% | 86 |
|
|
2015
Q4 | $4.83M | Buy |
59,299
+179
| +0.3% | +$14.6K | 0.22% | 89 |
|
|
2015
Q3 | $4.69M | Sell |
59,120
-1,000
| -2% | -$79.3K | 0.22% | 92 |
|
|
2015
Q2 | $4.78M | Sell |
60,120
-2,800
| -4% | -$223K | 0.22% | 95 |
|
|
2015
Q1 | $5.16M | Sell |
62,920
-1,300
| -2% | -$107K | 0.24% | 93 |
|
|
2014
Q4 | $5.05M | Hold |
64,220
| – | – | 0.25% | 89 |
|
|
2014
Q3 | $4.45M | Hold |
64,220
| – | – | 0.22% | 96 |
|
|
2014
Q2 | $4.31M | Hold |
64,220
| – | – | 0.22% | 98 |
|
|
2014
Q1 | $4.34M | Buy |
64,220
+600
| +0.9% | +$40.6K | 0.24% | 93 |
|
|
2013
Q4 | $4.1M | Sell |
63,620
-2,500
| -4% | -$161K | 0.23% | 102 |
|
|
2013
Q3 | $3.74M | Sell |
66,120
-2,595
| -4% | -$147K | 0.21% | 116 |
|
|
2013
Q2 | $3.41M | Buy |
+68,715
| New | +$3.41M | 0.19% | 123 |
|