MGWM
Marks Group Wealth 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 | $927K | Buy |
4,192
+168
| +4% | +$37.2K | 0.09% | 183 |
|
|
2025
Q1 | $917K | Buy |
4,024
+1,360
| +51% | +$310K | 0.09% | 189 |
|
|
2024
Q4 | $497K | Buy |
+2,664
| New | +$497K | 0.05% | 221 |
|
|
2023
Q2 | – | Sell |
-2,015
| Closed | -$262K | – | 279 |
|
|
2023
Q1 | $262K | Sell |
2,015
-237
| -11% | -$30.8K | 0.03% | 256 |
|
|
2022
Q4 | $284K | Buy |
+2,252
| New | +$284K | 0.04% | 247 |
|
|
2022
Q2 | – | Sell |
-5,960
| Closed | -$824K | – | 289 |
|
|
2022
Q1 | $824K | Buy |
5,960
+1,361
| +30% | +$188K | 0.1% | 183 |
|
|
2021
Q4 | $530K | Buy |
4,599
+1,536
| +50% | +$177K | 0.06% | 230 |
|
|
2021
Q3 | $344K | Buy |
3,063
+1,258
| +70% | +$141K | 0.05% | 233 |
|
|
2021
Q2 | $210K | Buy |
+1,805
| New | +$210K | 0.03% | 252 |
|
|
2021
Q1 | – | Sell |
-1,607
| Closed | -$214K | – | 256 |
|
|
2020
Q4 | $214K | Buy |
+1,607
| New | +$214K | 0.03% | 237 |
|