Mount Yale Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
5,457
+728
| +15% | +$161K | 0.09% | 184 |
|
|
2025
Q1 | $1.08M | Sell |
4,729
-60
| -1% | -$13.7K | 0.09% | 183 |
|
|
2024
Q4 | $894K | Sell |
4,789
-144
| -3% | -$26.9K | 0.07% | 219 |
|
|
2024
Q3 | $951K | Sell |
4,933
-378
| -7% | -$72.9K | 0.09% | 206 |
|
|
2024
Q2 | $876K | Sell |
5,311
-3,703
| -41% | -$611K | 0.07% | 235 |
|
|
2024
Q1 | $1.48M | Sell |
9,014
-273
| -3% | -$44.8K | 0.11% | 167 |
|
|
2023
Q4 | $1.42M | Buy |
9,287
+547
| +6% | +$83.6K | 0.13% | 158 |
|
|
2023
Q3 | $1.16M | Sell |
8,740
-941
| -10% | -$125K | 0.13% | 166 |
|
|
2023
Q2 | $1.22M | Sell |
9,681
-871
| -8% | -$109K | 0.13% | 167 |
|
|
2023
Q1 | $1.37M | Buy |
10,552
+4,763
| +82% | +$619K | 0.15% | 140 |
|
|
2022
Q4 | $730K | Sell |
5,789
-2,656
| -31% | -$335K | 0.08% | 241 |
|
|
2022
Q3 | $946K | Buy |
8,445
+2,891
| +52% | +$324K | 0.13% | 171 |
|
|
2022
Q2 | $676K | Buy |
+5,554
| New | +$676K | 0.09% | 239 |
|
|
2022
Q1 | – | Sell |
-2,145
| Closed | -$250K | – | 466 |
|
|
2021
Q4 | $250K | Sell |
2,145
-2,142
| -50% | -$250K | 0.03% | 402 |
|
|
2021
Q3 | $485K | Buy |
4,287
+250
| +6% | +$28.3K | 0.06% | 287 |
|
|
2021
Q2 | $469K | Sell |
4,037
-2,045
| -34% | -$238K | 0.06% | 273 |
|
|
2021
Q1 | $681K | Buy |
6,082
+2,756
| +83% | +$309K | 0.09% | 223 |
|
|
2020
Q4 | $442K | Sell |
3,326
-1,769
| -35% | -$235K | 0.06% | 261 |
|
|
2020
Q3 | $613K | Buy |
+5,095
| New | +$613K | 0.09% | 215 |
|
|
2020
Q1 | – | Sell |
-2,980
| Closed | -$341K | – | 295 |
|
|
2019
Q4 | $341K | Sell |
2,980
-89
| -3% | -$10.2K | 0.06% | 262 |
|
|
2019
Q3 | $355K | Sell |
3,069
-567
| -16% | -$65.6K | 0.06% | 245 |
|
|
2019
Q2 | $397K | Sell |
3,636
-402
| -10% | -$43.9K | 0.07% | 227 |
|
|
2019
Q1 | $511K | Sell |
4,038
-53
| -1% | -$6.71K | 0.1% | 170 |
|
|
2018
Q4 | $477K | Buy |
4,091
+841
| +26% | +$98.1K | 0.1% | 182 |
|
|
2018
Q3 | $367K | Buy |
3,250
+3,121
| +2,419% | +$352K | 0.06% | 225 |
|
|
2018
Q2 | $13K | Sell |
129
-192
| -60% | -$19.3K | ﹤0.01% | 848 |
|
|
2018
Q1 | $32K | Buy |
+321
| New | +$32K | 0.01% | 698 |
|