EverSource Wealth Advisors’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
2,211
-162
| -7% | -$20K | 0.01% | 716 |
|
|
2025
Q1 | $301K | Buy |
2,373
+203
| +9% | +$25.8K | 0.02% | 525 |
|
|
2024
Q4 | $241K | Buy |
2,170
+20
| +0.9% | +$2.22K | 0.01% | 585 |
|
|
2024
Q3 | $301K | Buy |
2,150
+53
| +3% | +$7.43K | 0.02% | 444 |
|
|
2024
Q2 | $252K | Buy |
2,097
+119
| +6% | +$14.3K | 0.02% | 484 |
|
|
2024
Q1 | $205K | Buy |
1,978
+39
| +2% | +$4.05K | 0.02% | 480 |
|
|
2023
Q4 | $183K | Sell |
1,939
-13
| -0.7% | -$1.23K | 0.02% | 456 |
|
|
2023
Q3 | $159K | Sell |
1,952
-39
| -2% | -$3.18K | 0.02% | 450 |
|
|
2023
Q2 | $184K | Buy |
1,991
+11
| +0.6% | +$1.02K | 0.02% | 415 |
|
|
2023
Q1 | $152K | Buy |
1,980
+6
| +0.3% | +$462 | 0.02% | 432 |
|
|
2022
Q4 | $125K | Sell |
1,974
-1,473
| -43% | -$92.9K | 0.02% | 450 |
|
|
2022
Q3 | $199K | Sell |
3,447
-417
| -11% | -$24.1K | 0.05% | 297 |
|
|
2022
Q2 | $326K | Buy |
3,864
+46
| +1% | +$3.88K | 0.08% | 201 |
|
|
2022
Q1 | $506K | Buy |
3,818
+2,051
| +116% | +$272K | 0.13% | 150 |
|
|
2021
Q4 | $222K | Buy |
+1,767
| New | +$222K | 0.06% | 214 |
|