LWAM
Legacy Wealth Asset 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 | $1.71M | Sell |
7,735
-241
| -3% | -$53.3K | 0.43% | 57 |
|
|
2025
Q1 | $1.82M | Sell |
7,976
-1,592
| -17% | -$363K | 0.5% | 47 |
|
|
2024
Q4 | $1.79M | Sell |
9,568
-59
| -0.6% | -$11K | 0.49% | 48 |
|
|
2024
Q3 | $1.86M | Sell |
9,627
-1,282
| -12% | -$247K | 0.5% | 55 |
|
|
2024
Q2 | $1.8M | Sell |
10,909
-1,654
| -13% | -$273K | 0.51% | 54 |
|
|
2024
Q1 | $2.06M | Sell |
12,563
-338
| -3% | -$55.4K | 0.57% | 36 |
|
|
2023
Q4 | $1.97M | Buy |
12,901
+55
| +0.4% | +$8.4K | 0.65% | 32 |
|
|
2023
Q3 | $1.71M | Sell |
12,846
-2,071
| -14% | -$276K | 0.63% | 34 |
|
|
2023
Q2 | $1.87M | Buy |
14,917
+175
| +1% | +$22K | 0.65% | 33 |
|
|
2023
Q1 | $1.92M | Buy |
14,742
+101
| +0.7% | +$13.1K | 0.69% | 25 |
|
|
2022
Q4 | $1.85M | Sell |
14,641
-968
| -6% | -$122K | 0.7% | 27 |
|
|
2022
Q3 | $1.75M | Buy |
+15,609
| New | +$1.75M | 0.76% | 21 |
|
|
2022
Q2 | – | Sell |
-14,421
| Closed | -$1.99M | – | 325 |
|
|
2022
Q1 | $1.99M | Buy |
14,421
+2,047
| +17% | +$283K | 0.71% | 20 |
|
|
2021
Q4 | $1.44M | Buy |
12,374
+6,868
| +125% | +$800K | 0.49% | 41 |
|
|
2021
Q3 | $622K | Buy |
5,506
+222
| +4% | +$25.1K | 0.28% | 139 |
|
|
2021
Q2 | $614K | Buy |
5,284
+62
| +1% | +$7.2K | 0.27% | 141 |
|
|
2021
Q1 | $585K | Buy |
5,222
+295
| +6% | +$33K | 0.27% | 147 |
|
|
2020
Q4 | $655K | Buy |
+4,927
| New | +$655K | 0.33% | 122 |
|