Corient Private Wealth’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 | $546K | Buy |
4,420
+247
| +6% | +$30.5K | ﹤0.01% | 1753 |
|
|
2025
Q1 | $530K | Sell |
4,173
-1,800
| -30% | -$229K | ﹤0.01% | 1566 |
|
|
2024
Q4 | $662K | Sell |
5,973
-6
| -0.1% | -$665 | ﹤0.01% | 1483 |
|
|
2024
Q3 | $838K | Sell |
5,979
-4,173
| -41% | -$585K | ﹤0.01% | 1465 |
|
|
2024
Q2 | $1.12M | Sell |
10,152
-130
| -1% | -$14.3K | ﹤0.01% | 1278 |
|
|
2024
Q1 | $1.16M | Sell |
10,282
-296
| -3% | -$33.5K | ﹤0.01% | 1257 |
|
|
2023
Q4 | $997K | Sell |
10,578
-1,346
| -11% | -$127K | ﹤0.01% | 1283 |
|
|
2023
Q3 | $971K | Buy |
11,924
+3,467
| +41% | +$282K | ﹤0.01% | 1189 |
|
|
2023
Q2 | $782K | Buy |
8,457
+3,880
| +85% | +$359K | ﹤0.01% | 1238 |
|
|
2023
Q1 | $352K | Buy |
+4,577
| New | +$352K | ﹤0.01% | 1519 |
|