Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $793K | Sell |
4,807
-895
| -16% | -$148K | 0.44% | 52 |
|
|
2024
Q1 | $935K | Sell |
5,702
-217
| -4% | -$35.6K | 0.48% | 48 |
|
|
2023
Q4 | $904K | Buy |
+5,919
| New | +$904K | 0.49% | 46 |
|
|
2022
Q4 | $1.76M | Buy |
13,972
+7,975
| +133% | +$1.01M | 0.25% | 66 |
|
|
2022
Q3 | $672K | Buy |
5,997
+377
| +7% | +$42.2K | 0.22% | 77 |
|
|
2022
Q2 | $684K | Buy |
5,620
+706
| +14% | +$86K | 0.23% | 78 |
|
|
2022
Q1 | $679K | Buy |
+4,914
| New | +$679K | 0.18% | 94 |
|
|
2021
Q3 | $275K | Buy |
2,430
+545
| +29% | +$61.7K | 0.1% | 166 |
|
|
2021
Q2 | $219K | Buy |
1,885
+843
| +81% | +$97.9K | 0.08% | 208 |
|
|
2021
Q1 | $117K | Buy |
+1,042
| New | +$117K | 0.07% | 229 |
|