Avior Wealth Management’s Bright Horizons BFAM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
2,915
-746
-20% -$92.2K 0.01% 523
2025
Q1
$465K Sell
3,661
-642
-15% -$81.6K 0.02% 425
2024
Q4
$477K Sell
4,303
-371
-8% -$41.1K 0.02% 459
2024
Q3
$655K Buy
4,674
+133
+3% +$18.6K 0.03% 390
2024
Q2
$500K Sell
4,541
-280
-6% -$30.8K 0.02% 434
2024
Q1
$547K Buy
4,821
+382
+9% +$43.3K 0.03% 418
2023
Q4
$418K Buy
4,439
+261
+6% +$24.6K 0.03% 378
2023
Q3
$340K Buy
4,178
+629
+18% +$51.2K 0.02% 417
2023
Q2
$328K Buy
+3,549
New +$328K 0.02% 433