GWM
Guardian Wealth Management’s Check Point Software Technologies CHKP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,904
| Closed | -$4.54M | – | 93 |
|
|
2025
Q1 | $4.54M | Buy |
19,904
+680
| +4% | +$155K | 3.03% | 9 |
|
|
2024
Q4 | $3.59M | Buy |
19,224
+39
| +0.2% | +$7.28K | 2.45% | 10 |
|
|
2024
Q3 | $3.7M | Buy |
19,185
+246
| +1% | +$47.4K | 2.61% | 10 |
|
|
2024
Q2 | $3.12M | Buy |
18,939
+144
| +0.8% | +$23.8K | 2.39% | 13 |
|
|
2024
Q1 | $3.08M | Buy |
18,795
+162
| +0.9% | +$26.6K | 2.37% | 13 |
|
|
2023
Q4 | $2.85M | Buy |
18,633
+85
| +0.5% | +$13K | 2.41% | 12 |
|
|
2023
Q3 | $2.47M | Sell |
18,548
-40
| -0.2% | -$5.33K | 2.31% | 12 |
|
|
2023
Q2 | $2.34M | Buy |
18,588
+362
| +2% | +$45.5K | 2.13% | 15 |
|
|
2023
Q1 | $2.37M | Buy |
18,226
+317
| +2% | +$41.2K | 2.28% | 10 |
|
|
2022
Q4 | $2.26M | Buy |
17,909
+650
| +4% | +$82K | 2.22% | 11 |
|
|
2022
Q3 | $1.93M | Buy |
17,259
+340
| +2% | +$38.1K | 2.19% | 12 |
|
|
2022
Q2 | $2.06M | Buy |
16,919
+1,608
| +11% | +$196K | 2.22% | 11 |
|
|
2022
Q1 | $2.12M | Buy |
15,311
+418
| +3% | +$57.8K | 2.1% | 9 |
|
|
2021
Q4 | $1.74M | Buy |
+14,893
| New | +$1.74M | 1.67% | 23 |
|