Creative Planning’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 | $340K | Buy |
2,753
+414
| +18% | +$51.2K | ﹤0.01% | 2777 |
|
|
2025
Q1 | $297K | Buy |
2,339
+340
| +17% | +$43.2K | ﹤0.01% | 2756 |
|
|
2024
Q4 | $222K | Sell |
1,999
-663
| -25% | -$73.5K | ﹤0.01% | 2890 |
|
|
2024
Q3 | $373K | Buy |
+2,662
| New | +$373K | ﹤0.01% | 2348 |
|
|
2017
Q2 | – | Sell |
-23
| Closed | -$2K | – | 4487 |
|
|
2017
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 4179 |
|
|
2014
Q4 | – | Sell |
-26
| Closed | -$1K | – | 4001 |
|
|
2014
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 3683 |
|