LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Check Point Software Technologies CHKP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
970
| – | – | ﹤0.01% | 268 |
|
|
2025
Q1 | $198K | Hold |
970
| – | – | ﹤0.01% | 272 |
|
|
2024
Q4 | $192K | Hold |
970
| – | – | ﹤0.01% | 287 |
|
|
2024
Q3 | $199K | Hold |
970
| – | – | ﹤0.01% | 283 |
|
|
2024
Q2 | $169K | Hold |
970
| – | – | ﹤0.01% | 287 |
|
|
2024
Q1 | $154K | Hold |
970
| – | – | ﹤0.01% | 295 |
|
|
2023
Q4 | $154K | Hold |
970
| – | – | ﹤0.01% | 300 |
|
|
2023
Q3 | $132K | Hold |
970
| – | – | ﹤0.01% | 320 |
|
|
2023
Q2 | $122K | Hold |
970
| – | – | ﹤0.01% | 344 |
|
|
2023
Q1 | $126K | Hold |
970
| – | – | ﹤0.01% | 321 |
|
|
2022
Q4 | $122K | Sell |
970
-675
| -41% | -$85.2K | ﹤0.01% | 324 |
|
|
2022
Q3 | $184K | Hold |
1,645
| – | – | ﹤0.01% | 293 |
|
|
2022
Q2 | $200K | Buy |
1,645
+675
| +70% | +$82.1K | ﹤0.01% | 290 |
|
|
2022
Q1 | $134K | Hold |
970
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $113K | Sell |
970
-400
| -29% | -$46.6K | ﹤0.01% | 374 |
|
|
2021
Q3 | $155K | Sell |
1,370
-15
| -1% | -$1.7K | ﹤0.01% | 338 |
|
|
2021
Q2 | $161K | Buy |
+1,385
| New | +$161K | ﹤0.01% | 344 |
|
|
2021
Q1 | – | Sell |
-1,493
| Closed | -$198K | – | 378 |
|
|
2020
Q4 | $198K | Buy |
1,493
+123
| +9% | +$16.3K | ﹤0.01% | 276 |
|
|
2020
Q3 | $165K | Hold |
1,370
| – | – | ﹤0.01% | 277 |
|
|
2020
Q2 | $147K | Sell |
1,370
-100
| -7% | -$10.7K | ﹤0.01% | 274 |
|
|
2020
Q1 | $148K | Sell |
1,470
-720
| -33% | -$72.5K | ﹤0.01% | 259 |
|
|
2019
Q4 | $243K | Buy |
2,190
+234
| +12% | +$26K | ﹤0.01% | 256 |
|
|
2019
Q3 | $214K | Hold |
1,956
| – | – | ﹤0.01% | 259 |
|
|
2019
Q2 | $226K | Buy |
1,956
+420
| +27% | +$48.5K | ﹤0.01% | 253 |
|
|
2019
Q1 | $194K | Sell |
1,536
-20
| -1% | -$2.53K | ﹤0.01% | 260 |
|
|
2018
Q4 | $160K | Buy |
1,556
+336
| +28% | +$34.6K | ﹤0.01% | 271 |
|
|
2018
Q3 | $144K | Hold |
1,220
| – | – | ﹤0.01% | 301 |
|
|
2018
Q2 | $119K | Hold |
1,220
| – | – | ﹤0.01% | 334 |
|
|
2018
Q1 | $121K | Sell |
1,220
-780
| -39% | -$77.4K | ﹤0.01% | 343 |
|
|
2017
Q4 | $207K | Buy |
2,000
+290
| +17% | +$30K | ﹤0.01% | 281 |
|
|
2017
Q3 | $195K | Buy |
1,710
+285
| +20% | +$32.5K | ﹤0.01% | 281 |
|
|
2017
Q2 | $151K | Buy |
1,425
+20
| +1% | +$2.12K | ﹤0.01% | 305 |
|
|
2017
Q1 | $144K | Buy |
1,405
+395
| +39% | +$40.5K | ﹤0.01% | 308 |
|
|
2016
Q4 | $85K | Buy |
1,010
+100
| +11% | +$8.42K | ﹤0.01% | 349 |
|
|
2016
Q3 | $71K | Hold |
910
| – | – | ﹤0.01% | 368 |
|
|
2016
Q2 | $73K | Sell |
910
-1,000
| -52% | -$80.2K | ﹤0.01% | 354 |
|
|
2016
Q1 | $167K | Buy |
1,910
+910
| +91% | +$79.6K | ﹤0.01% | 261 |
|
|
2015
Q4 | $81K | Hold |
1,000
| – | – | ﹤0.01% | 361 |
|
|
2015
Q3 | $80K | Hold |
1,000
| – | – | ﹤0.01% | 376 |
|
|
2015
Q2 | $80K | Hold |
1,000
| – | – | ﹤0.01% | 376 |
|
|
2015
Q1 | $82K | Hold |
1,000
| – | – | ﹤0.01% | 385 |
|
|
2014
Q4 | $79K | Hold |
1,000
| – | – | ﹤0.01% | 381 |
|
|
2014
Q3 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 373 |
|
|
2014
Q2 | $67K | Hold |
1,000
| – | – | ﹤0.01% | 402 |
|
|
2014
Q1 | $68K | Hold |
1,000
| – | – | ﹤0.01% | 385 |
|
|
2013
Q4 | $64K | Hold |
1,000
| – | – | ﹤0.01% | 373 |
|
|
2013
Q3 | $57K | Hold |
1,000
| – | – | ﹤0.01% | 361 |
|
|
2013
Q2 | $50K | Buy |
+1,000
| New | +$50K | ﹤0.01% | 385 |
|