Evergreen Private Wealth’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
$9.17M Sell
41,444
-983
-2% -$217K 3.84% 2
2025
Q1
$9.67M Sell
42,427
-19
-0% -$4.33K 4.52% 1
2024
Q4
$7.92M Buy
42,446
+180
+0.4% +$33.6K 3.71% 2
2024
Q3
$8.15M Buy
42,266
+111
+0.3% +$21.4K 3.78% 1
2024
Q2
$6.96M Buy
42,155
+1,326
+3% +$219K 3.43% 2
2024
Q1
$6.7M Buy
40,829
+30,657
+301% +$5.03M 3.35% 2
2023
Q4
$1.55M Buy
+10,172
New +$1.55M 0.84% 39