Carson Wealth (CWM LLC)’s Bright Horizons BFAM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.2M Sell
17,763
-1,080
-6% -$133K 0.01% 914
2025
Q1
$2.39M Buy
18,843
+11,122
+144% +$1.41M 0.01% 771
2024
Q4
$856K Sell
7,721
-313
-4% -$34.7K ﹤0.01% 1164
2024
Q3
$1.13M Buy
8,034
+6,572
+450% +$921K ﹤0.01% 956
2024
Q2
$161K Sell
1,462
-75
-5% -$8.26K ﹤0.01% 1699
2024
Q1
$174K Buy
1,537
+348
+29% +$39.4K ﹤0.01% 1577
2023
Q4
$112K Sell
1,189
-36,009
-97% -$3.39M ﹤0.01% 1682
2023
Q3
$3.03M Sell
37,198
-21,393
-37% -$1.74M 0.02% 455
2023
Q2
$5.42M Sell
58,591
-2,239
-4% -$207K 0.03% 327
2023
Q1
$4.68M Sell
60,830
-2,554
-4% -$197K 0.03% 331
2022
Q4
$4M Sell
63,384
-11,236
-15% -$709K 0.03% 340
2022
Q3
$4.3M Buy
74,620
+74,384
+31,519% +$4.29M 0.03% 307
2022
Q2
$20K Sell
236
-12
-5% -$1.02K ﹤0.01% 2098
2022
Q1
$33K Buy
248
+91
+58% +$12.1K ﹤0.01% 1796
2021
Q4
$20K Buy
+157
New +$20K ﹤0.01% 1980
2021
Q2
$1.3M Hold
8,846
0.01% 522
2021
Q1
$1.3M Hold
8,846
0.01% 522
2020
Q4
$1.3M Hold
8,846
0.01% 522
2020
Q3
$1.3M Hold
8,846
0.01% 522
2020
Q2
$1.3M Hold
8,846
0.01% 522
2020
Q1
$1.3M Hold
8,846
0.01% 522
2019
Q4
$1.3M Hold
8,846
0.01% 522
2019
Q3
$1.3M Hold
8,846
0.01% 522
2019
Q2
$1.3M Hold
8,846
0.01% 522
2019
Q1
$1.3M Buy
8,846
+8,058
+1,023% +$1.19M 0.01% 522
2018
Q4
$88K Sell
788
-30,633
-97% -$3.42M ﹤0.01% 751
2018
Q3
$3.7M Buy
31,421
+8,722
+38% +$1.03M 0.09% 194
2018
Q2
$2.33M Buy
22,699
+850
+4% +$87.1K 0.08% 200
2018
Q1
$2.18M Sell
21,849
-949
-4% -$94.6K 0.09% 165
2017
Q4
$2.14M Sell
22,798
-1,232
-5% -$116K 0.1% 159
2017
Q3
$2.07M Sell
24,030
-732
-3% -$63.1K 0.1% 153
2017
Q2
$1.91M Sell
24,762
-2,178
-8% -$168K 0.1% 157
2017
Q1
$1.95M Buy
+26,940
New +$1.95M 0.11% 151