Creative Planning’s Bright Horizons BFAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$550K Buy
2025
Q2
$340K Buy
2025
Q1
$297K Buy
2024
Q4
$222K Sell
2024
Q3
$373K Buy
2017
Q2
Sell
2017
Q1
$2K Buy
2014
Q4
Sell
2014
Q3
$1K Buy