Heritage Wealth Management (Arizona)’s Bright Horizons BFAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $310K | Sell |
2,812
-320
| -10% | -$35.2K | 0.17% | 114 |
|
|
2024
Q1 | $355K | Sell |
3,132
-33
| -1% | -$3.74K | 0.18% | 109 |
|
|
2023
Q4 | $298K | Buy |
+3,165
| New | +$298K | 0.16% | 120 |
|
|
2022
Q4 | $530K | Buy |
8,402
+5,857
| +230% | +$370K | 0.08% | 202 |
|
|
2022
Q3 | $147K | Sell |
2,545
-118
| -4% | -$6.82K | 0.05% | 282 |
|
|
2022
Q2 | $225K | Buy |
2,663
+358
| +16% | +$30.3K | 0.07% | 214 |
|
|
2022
Q1 | $306K | Buy |
+2,305
| New | +$306K | 0.08% | 186 |
|
|
2021
Q3 | $157K | Buy |
1,126
+169
| +18% | +$23.6K | 0.06% | 258 |
|
|
2021
Q2 | $141K | Buy |
957
+564
| +144% | +$83.1K | 0.05% | 277 |
|
|
2021
Q1 | $67K | Buy |
+393
| New | +$67K | 0.04% | 315 |
|