Heritage Family Offices’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
$979K Hold
4,285
0.49% 47
2025
Q1
$977K Sell
4,285
-1,012
-19% -$231K 0.5% 46
2024
Q4
$989K Buy
5,297
+413
+8% +$77.1K 0.49% 46
2024
Q3
$942K Buy
4,884
+77
+2% +$14.8K 0.49% 43
2024
Q2
$793K Buy
+4,807
New +$793K 0.44% 52