Sendero Wealth Management’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 | $628K | Sell |
2,840
-435
| -13% | -$96.2K | 0.08% | 132 |
|
|
2025
Q1 | $746K | Hold |
3,275
| – | – | 0.1% | 115 |
|
|
2024
Q4 | $611K | Hold |
3,275
| – | – | 0.09% | 118 |
|
|
2024
Q3 | $631K | Hold |
3,275
| – | – | 0.1% | 110 |
|
|
2024
Q2 | $540K | Hold |
3,275
| – | – | 0.09% | 116 |
|
|
2024
Q1 | $537K | Hold |
3,275
| – | – | 0.09% | 120 |
|
|
2023
Q4 | $500K | Hold |
3,275
| – | – | 0.09% | 118 |
|
|
2023
Q3 | $436K | Hold |
3,275
| – | – | 0.09% | 115 |
|
|
2023
Q2 | $411K | Buy |
+3,275
| New | +$411K | 0.09% | 120 |
|