Clearstead Advisors’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 | $138K | Buy |
1,115
+278
| +33% | +$34.4K | ﹤0.01% | 973 |
|
|
2025
Q1 | $106K | Sell |
837
-1,446
| -63% | -$184K | ﹤0.01% | 980 |
|
|
2024
Q4 | $253K | Sell |
2,283
-665
| -23% | -$73.7K | ﹤0.01% | 778 |
|
|
2024
Q3 | $413K | Buy |
2,948
+277
| +10% | +$38.8K | 0.01% | 620 |
|
|
2024
Q2 | $294K | Buy |
2,671
+2,039
| +323% | +$224K | 0.01% | 691 |
|
|
2024
Q1 | $71.2K | Buy |
632
+85
| +16% | +$9.58K | ﹤0.01% | 683 |
|
|
2023
Q4 | $51.6K | Sell |
547
-433
| -44% | -$40.8K | ﹤0.01% | 726 |
|
|
2023
Q3 | $79.8K | Buy |
980
+330
| +51% | +$26.9K | ﹤0.01% | 789 |
|
|
2023
Q2 | $60.1K | Buy |
650
+622
| +2,221% | +$57.5K | ﹤0.01% | 691 |
|
|
2023
Q1 | $2.16K | Buy |
+28
| New | +$2.16K | ﹤0.01% | 1126 |
|
|
2022
Q2 | – | Sell |
-42
| Closed | -$6K | – | 1281 |
|
|
2022
Q1 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 1049 |
|