Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,389
| Closed | -$229K | – | 134 |
|
|
2024
Q2 | $229K | Hold |
1,389
| – | – | 0.02% | 116 |
|
|
2024
Q1 | $228K | Hold |
1,389
| – | – | 0.02% | 121 |
|
|
2023
Q4 | $212K | Buy |
+1,389
| New | +$212K | 0.02% | 128 |
|
|
2021
Q1 | – | Sell |
-1,596
| Closed | -$212K | – | 141 |
|
|
2020
Q4 | $212K | Buy |
+1,596
| New | +$212K | 0.05% | 128 |
|
|
2019
Q4 | $225K | Hold |
2,028
| – | – | 0.06% | 124 |
|
|
2019
Q3 | $222K | Hold |
2,028
| – | – | 0.07% | 122 |
|
|
2019
Q2 | $234K | Hold |
2,028
| – | – | 0.09% | 113 |
|
|
2019
Q1 | $256K | Hold |
2,028
| – | – | 0.1% | 107 |
|
|
2018
Q4 | $208K | Buy |
+2,028
| New | +$208K | 0.09% | 122 |
|