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Heritage Wealth Management (Arizona)’s Check Point Software Technologies CHKP Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CHKP Stock Details CHKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$793K Sell
4,807
-895
-16% -$140K 0.44% 52
2024
Q1 		$935K Sell
5,702
-217
-4% -$34.8K 0.48% 48
2023
Q4 		$904K Buy
+5,919
New +$836K 0.49% 46
2022
Q4 		$1.76M Buy
13,972
+7,975
+133% +$995K 0.25% 66
2022
Q3 		$672K Buy
5,997
+377
+7% +$45.6K 0.22% 77
2022
Q2 		$684K Buy
5,620
+706
+14% +$90.6K 0.23% 78
2022
Q1 		$679K Buy
+4,914
New +$642K 0.18% 94
2021
Q3 		$275K Buy
2,430
+545
+29% +$66.4K 0.1% 166
2021
Q2 		$219K Buy
1,885
+843
+81% +$99.5K 0.08% 208
2021
Q1 		$117K Buy
+1,042
New +$126K 0.07% 229

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State Street
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Deutsche Bank
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First Trust Advisors
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Robeco Institutional Asset Management
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