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Meriwether Wealth & Planning’s Check Point Software Technologies CHKP Stock Holding History

Meriwether Wealth & Planning’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
2025
Q2 		– Sell
-1,141
Closed -$260K – 129
2025
Q1 		$260K Sell
1,141
-16
-1% -$3.39K 0.17% 94
2024
Q4 		$216K Buy
+1,157
New +$218K 0.15% 108

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Ninety One (UK)
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State Street
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Ameriprise
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
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Meriwether Wealth & Planning's CHKP Position: Q2 2025 in Review

Meriwether Wealth & Planning sold out of Check Point Software Technologies (CHKP) in Q2 2025, closing a stake of 1,141 shares — an estimated $260K sold.

Meriwether Wealth & Planning first reported a position in CHKP in Q4 2024 and held it in 2 quarters. The position peaked at $260K in Q1 2025. 811 funds tracked by Wall St. Rank hold CHKP as of Q2 2025.

  • Meriwether Wealth & Planning reported no remaining Check Point Software Technologies position as of Q2 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 1,141 Check Point Software Technologies shares in Q2 2025, an estimated $260K.
  • Meriwether Wealth & Planning first reported a position in Check Point Software Technologies in Q4 2024 and held it in 2 quarters.
  • Meriwether Wealth & Planning's Check Point Software Technologies position peaked at $260K in Q1 2025.
  • 811 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q2 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2025, filed 11 Jul 2025.