GPWA
Great Point Wealth Advisors’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $25.6M | Hold |
201,533
| – | – | 5.54% | 5 |
|
|
2024
Q4 | $22.3M | Hold |
201,533
| – | – | 4.88% | 5 |
|
|
2024
Q3 | $28.2M | Hold |
201,533
| – | – | 6.03% | 5 |
|
|
2024
Q2 | $22.2M | Hold |
201,533
| – | – | 5.07% | 5 |
|
|
2024
Q1 | $22.8M | Hold |
201,533
| – | – | 5.33% | 5 |
|
|
2023
Q4 | $19M | Buy |
201,533
+14
| +0% | +$1.32K | 4.94% | 6 |
|
|
2023
Q3 | $16.4M | Buy |
201,519
+15,531
| +8% | +$1.27M | 4.92% | 5 |
|
|
2023
Q2 | $17.2M | Hold |
185,988
| – | – | 5.17% | 4 |
|
|
2023
Q1 | $14.3M | Hold |
185,988
| – | – | 4.54% | 6 |
|
|
2022
Q4 | $11.7M | Hold |
185,988
| – | – | 3.94% | 7 |
|
|
2022
Q3 | $10.7M | Hold |
185,988
| – | – | 4% | 7 |
|
|
2022
Q2 | $15.7M | Hold |
185,988
| – | – | 5.57% | 4 |
|
|
2022
Q1 | $24.7M | Hold |
185,988
| – | – | 7.69% | 4 |
|
|
2021
Q4 | $23.4M | Buy |
185,988
+129,557
| +230% | +$16.3M | 7.17% | 5 |
|
|
2021
Q3 | $7.87M | Hold |
56,431
| – | – | 2.7% | 13 |
|
|
2021
Q2 | $8.3M | Hold |
56,431
| – | – | 2.9% | 13 |
|
|
2021
Q1 | $9.68M | Hold |
56,431
| – | – | 3.7% | 11 |
|
|
2020
Q4 | $9.76M | Buy |
56,431
+2,800
| +5% | +$484K | 4.19% | 9 |
|
|
2020
Q3 | $6.29M | Hold |
53,631
| – | – | 3.24% | 12 |
|
|
2020
Q2 | $6.29M | Buy |
53,631
+25,000
| +87% | +$2.93M | 3.24% | 12 |
|
|
2020
Q1 | $2.92M | Hold |
28,631
| – | – | 2.44% | 10 |
|
|
2019
Q4 | $4.3M | Hold |
28,631
| – | – | 2.66% | 10 |
|
|
2019
Q3 | $4.37M | Hold |
28,631
| – | – | 2.97% | 10 |
|
|
2019
Q2 | $4.32M | Buy |
28,631
+7,388
| +35% | +$1.11M | 3.49% | 9 |
|
|
2019
Q1 | $2.7M | Buy |
21,243
+12,096
| +132% | +$1.54M | 2.29% | 12 |
|
|
2018
Q4 | $1.02M | Buy |
+9,147
| New | +$1.02M | 0.96% | 20 |
|