Berry Wealth Group’s Bright Horizons BFAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
1,967
-7
-0.4% -$865 0.17% 82
2025
Q1
$251K Sell
1,974
-400
-17% -$50.8K 0.2% 79
2024
Q4
$263K Buy
2,374
+242
+11% +$26.8K 0.19% 70
2024
Q3
$299K Sell
2,132
-67
-3% -$9.39K 0.21% 60
2024
Q2
$242K Sell
2,199
-320
-13% -$35.2K 0.19% 66
2024
Q1
$286K Buy
+2,519
New +$286K 0.24% 53