WWA
WCG Wealth Advisors’s Check Point Software Technologies CHKP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,628
| Closed | -$2.88M | – | 328 |
|
|
2025
Q1 | $2.88M | Sell |
12,628
-844
| -6% | -$192K | 0.22% | 111 |
|
|
2024
Q4 | $2.52M | Buy |
13,472
+814
| +6% | +$152K | 0.17% | 130 |
|
|
2024
Q3 | $2.44M | Sell |
12,658
-116
| -0.9% | -$22.4K | 0.16% | 138 |
|
|
2024
Q2 | $2.11M | Buy |
12,774
+637
| +5% | +$105K | 0.16% | 132 |
|
|
2024
Q1 | $1.99M | Sell |
12,137
-4,584
| -27% | -$752K | 0.17% | 124 |
|
|
2023
Q4 | $2.56M | Sell |
16,721
-3,997
| -19% | -$611K | 0.19% | 109 |
|
|
2023
Q3 | $2.78M | Buy |
+20,718
| New | +$2.78M | 0.2% | 108 |
|