Axxcess Wealth Management’s Bright Horizons BFAM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Sell
2,101
-3
-0.1% -$371 0.01% 759
2025
Q1
$267K Buy
2,104
+82
+4% +$10.4K 0.01% 718
2024
Q4
$224K Sell
2,022
-17
-0.8% -$1.88K 0.01% 780
2024
Q3
$286K Sell
2,039
-72
-3% -$10.1K 0.01% 701
2024
Q2
$232K Sell
2,111
-8
-0.4% -$881 0.01% 736
2024
Q1
$240K Sell
2,119
-31
-1% -$3.51K 0.01% 746
2023
Q4
$203K Buy
+2,150
New +$203K 0.01% 780
2022
Q2
Sell
-2,022
Closed -$268K 541
2022
Q1
$268K Sell
2,022
-128
-6% -$17K 0.02% 496
2021
Q4
$271K Buy
+2,150
New +$271K 0.02% 501