Heritage Family Offices’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	$348K	Hold	2,745	–	–	0.18%	113
2025 Q1	$349K	Buy	2,745 +62	+2%	+$7.88K	0.18%	112
2024 Q4	$297K	Sell	2,683 -126	-4%	-$14K	0.15%	125
2024 Q3	$394K	Sell	2,809 -3	-0.1%	-$420	0.2%	103
2024 Q2	$310K	Buy	+2,812	New	+$310K	0.17%	114