EverSource Wealth Advisors’s Bright Horizons BFAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Buy	4,165 +1,140	+38%	+$96K	0.01%	784
2025 Q4	$307K	Buy	3,025 +1,636	+118%	+$165K	0.01%	747
2025 Q3	$151K	Sell	1,389 -822	-37%	-$95.2K	0.01%	1057
2025 Q2	$273K	Sell	2,211 -162	-7%	-$19.9K	0.01%	717
2025 Q1	$301K	Buy	2,373 +203	+9%	+$24.9K	0.02%	526
2024 Q4	$241K	Buy	2,170 +20	+0.9%	+$2.41K	0.01%	585
2024 Q3	$301K	Buy	2,150 +53	+3%	+$6.86K	0.02%	444
2024 Q2	$252K	Buy	2,097 +119	+6%	+$12.9K	0.02%	484
2024 Q1	$205K	Buy	1,978 +39	+2%	+$4.11K	0.02%	480
2023 Q4	$183K	Sell	1,939 -13	-0.7%	-$1.11K	0.02%	456
2023 Q3	$159K	Sell	1,952 -39	-2%	-$3.6K	0.02%	450
2023 Q2	$184K	Buy	1,991 +11	+0.6%	+$930	0.02%	415
2023 Q1	$152K	Buy	1,980 +6	+0.3%	+$461	0.02%	432
2022 Q4	$125K	Sell	1,974 -1,473	-43%	-$96.4K	0.02%	450
2022 Q3	$199K	Sell	3,447 -417	-11%	-$31.7K	0.05%	297
2022 Q2	$326K	Buy	3,864 +46	+1%	+$4.57K	0.08%	201
2022 Q1	$506K	Buy	3,818 +2,051	+116%	+$266K	0.13%	150
2021 Q4	$222K	Buy	+1,767	New	+$245K	0.06%	214