United Capital Financial 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 | $4.78M | Sell |
21,610
-1,126
| -5% | -$249K | 0.04% | 286 |
|
|
2025
Q1 | $5.18M | Sell |
22,736
-2,019
| -8% | -$460K | 0.04% | 267 |
|
|
2024
Q4 | $4.62M | Sell |
24,755
-2,002
| -7% | -$374K | 0.04% | 268 |
|
|
2024
Q3 | $5.16M | Sell |
26,757
-1,374
| -5% | -$265K | 0.04% | 256 |
|
|
2024
Q2 | $4.64M | Sell |
28,131
-746
| -3% | -$123K | 0.04% | 271 |
|
|
2024
Q1 | $4.74M | Sell |
28,877
-2,864
| -9% | -$470K | 0.04% | 293 |
|
|
2023
Q4 | $4.85M | Sell |
31,741
-43,430
| -58% | -$6.64M | 0.04% | 292 |
|
|
2023
Q3 | $10M | Sell |
75,171
-1,376
| -2% | -$183K | 0.07% | 222 |
|
|
2023
Q2 | $9.62M | Sell |
76,547
-3,725
| -5% | -$468K | 0.05% | 239 |
|
|
2023
Q1 | $10.4M | Sell |
80,272
-79,388
| -50% | -$10.3M | 0.06% | 233 |
|
|
2022
Q4 | $20.1M | Buy |
159,660
+76,837
| +93% | +$9.69M | 0.11% | 171 |
|
|
2022
Q3 | $9.28M | Sell |
82,823
-6,696
| -7% | -$750K | 0.05% | 253 |
|
|
2022
Q2 | $10.9M | Sell |
89,519
-2,355
| -3% | -$287K | 0.06% | 247 |
|
|
2022
Q1 | $12.7M | Buy |
91,874
+5,902
| +7% | +$816K | 0.06% | 247 |
|
|
2021
Q4 | $10M | Sell |
85,972
-2,416
| -3% | -$282K | 0.05% | 280 |
|
|
2021
Q3 | $9.99M | Buy |
88,388
+756
| +0.9% | +$85.5K | 0.05% | 275 |
|
|
2021
Q2 | $10.2M | Buy |
87,632
+5,172
| +6% | +$601K | 0.05% | 269 |
|
|
2021
Q1 | $9.23M | Buy |
82,460
+332
| +0.4% | +$37.2K | 0.05% | 273 |
|
|
2020
Q4 | $10.9M | Sell |
82,128
-4,069
| -5% | -$541K | 0.07% | 245 |
|
|
2020
Q3 | $10.4M | Sell |
86,197
-17,716
| -17% | -$2.13M | 0.07% | 248 |
|
|
2020
Q2 | $11.2M | Sell |
103,913
-6,925
| -6% | -$744K | 0.08% | 235 |
|
|
2020
Q1 | $11.1M | Sell |
110,838
-4,762
| -4% | -$479K | 0.09% | 216 |
|
|
2019
Q4 | $12.8M | Buy |
115,600
+5,384
| +5% | +$597K | 0.08% | 263 |
|
|
2019
Q3 | $12.1M | Sell |
110,216
-36,433
| -25% | -$3.99M | 0.08% | 262 |
|
|
2019
Q2 | $17M | Sell |
146,649
-43,489
| -23% | -$5.03M | 0.11% | 197 |
|
|
2019
Q1 | $24.1M | Sell |
190,138
-13,423
| -7% | -$1.7M | 0.17% | 132 |
|
|
2018
Q4 | $20.9M | Sell |
203,561
-16,773
| -8% | -$1.72M | 0.17% | 131 |
|
|
2018
Q3 | $25.9M | Sell |
220,334
-404
| -0.2% | -$47.5K | 0.18% | 121 |
|
|
2018
Q2 | $21.6M | Buy |
220,738
+6,042
| +3% | +$590K | 0.16% | 141 |
|
|
2018
Q1 | $21.3M | Buy |
214,696
+62,747
| +41% | +$6.23M | 0.16% | 144 |
|
|
2017
Q4 | $15.8M | Buy |
151,949
+6,948
| +5% | +$720K | 0.12% | 201 |
|
|
2017
Q3 | $16.5M | Buy |
145,001
+7,383
| +5% | +$842K | 0.14% | 169 |
|
|
2017
Q2 | $15M | Buy |
137,618
+15,533
| +13% | +$1.69M | 0.13% | 177 |
|
|
2017
Q1 | $12.5M | Sell |
122,085
-1,381
| -1% | -$142K | 0.12% | 204 |
|
|
2016
Q4 | $10.4M | Sell |
123,466
-1,332
| -1% | -$113K | 0.1% | 245 |
|
|
2016
Q3 | $9.69M | Buy |
124,798
+14,948
| +14% | +$1.16M | 0.09% | 265 |
|
|
2016
Q2 | $8.79M | Sell |
109,850
-4,792
| -4% | -$383K | 0.09% | 268 |
|
|
2016
Q1 | $10M | Sell |
114,642
-7,941
| -6% | -$695K | 0.11% | 202 |
|
|
2015
Q4 | $9.98M | Sell |
122,583
-11,312
| -8% | -$921K | 0.11% | 195 |
|
|
2015
Q3 | $10.6M | Buy |
133,895
+27,912
| +26% | +$2.21M | 0.13% | 177 |
|
|
2015
Q2 | $8.43M | Buy |
105,983
+17,987
| +20% | +$1.43M | 0.1% | 247 |
|
|
2015
Q1 | $7.35M | Buy |
87,996
+11,008
| +14% | +$919K | 0.09% | 272 |
|
|
2014
Q4 | $6.05M | Buy |
76,988
+12,276
| +19% | +$965K | 0.09% | 231 |
|
|
2014
Q3 | $4.48M | Buy |
64,712
+5,999
| +10% | +$415K | 0.08% | 276 |
|
|
2014
Q2 | $3.94M | Sell |
58,713
-39,885
| -40% | -$2.67M | 0.07% | 276 |
|
|
2014
Q1 | $6.67M | Buy |
98,598
+3,415
| +4% | +$231K | 0.14% | 169 |
|
|
2013
Q4 | $6.14M | Sell |
95,183
-2,967
| -3% | -$191K | 0.21% | 125 |
|
|
2013
Q3 | $5.55M | Sell |
98,150
-5
| -0% | -$283 | 0.18% | 129 |
|
|
2013
Q2 | $4.88M | Buy |
+98,155
| New | +$4.88M | 0.13% | 193 |
|