Waverly 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 | $362K | Buy |
1,637
+83
| +5% | +$18.4K | ﹤0.01% | 901 |
|
2025
Q1 | $354K | Buy |
+1,554
| New | +$354K | ﹤0.01% | 876 |
|
2015
Q4 | – | Sell |
-105
| Closed | -$8K | – | 177 |
|
2015
Q3 | $8K | Hold |
105
| – | – | 0.01% | 353 |
|
2015
Q2 | $8K | Sell |
105
-136
| -56% | -$10.4K | ﹤0.01% | 286 |
|
2015
Q1 | $20K | Hold |
241
| – | – | 0.01% | 192 |
|
2014
Q4 | $19K | Hold |
241
| – | – | 0.01% | 217 |
|
2014
Q3 | $17K | Hold |
241
| – | – | 0.01% | 369 |
|
2014
Q2 | $16K | Buy |
241
+76
| +46% | +$5.05K | 0.01% | 364 |
|
2014
Q1 | $11K | Sell |
165
-331
| -67% | -$22.1K | 0.01% | 399 |
|
2013
Q4 | $32K | Sell |
496
-176
| -26% | -$11.4K | 0.01% | 387 |
|
2013
Q3 | $38K | Buy |
+672
| New | +$38K | 0.02% | 284 |
|