IFP Advisors’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 | $182K | Buy |
1,476
+1,407
| +2,039% | +$174K | 0.01% | 1312 |
|
2025
Q1 | $8.77K | Buy |
69
+41
| +146% | +$5.21K | ﹤0.01% | 2623 |
|
2024
Q4 | $3.1K | Buy |
28
+19
| +211% | +$2.11K | ﹤0.01% | 2956 |
|
2024
Q3 | $1.26K | Sell |
9
-2
| -18% | -$280 | ﹤0.01% | 3040 |
|
2024
Q2 | $1.21K | Buy |
+11
| New | +$1.21K | ﹤0.01% | 2950 |
|
2024
Q1 | – | Sell |
-6
| Closed | -$565 | – | 3124 |
|
2023
Q4 | $565 | Sell |
6
-82
| -93% | -$7.72K | ﹤0.01% | 2866 |
|
2023
Q3 | $7.17K | Buy |
88
+81
| +1,157% | +$6.6K | ﹤0.01% | 2388 |
|
2023
Q2 | $647 | Buy |
+7
| New | +$647 | ﹤0.01% | 3160 |
|
2023
Q1 | – | Sell |
-164
| Closed | -$17K | – | 3451 |
|
2022
Q4 | $17K | Sell |
164
-44
| -21% | -$4.56K | ﹤0.01% | 3010 |
|
2022
Q3 | $37K | Buy |
208
+107
| +106% | +$19K | ﹤0.01% | 2610 |
|
2022
Q2 | $26K | Hold |
101
| – | – | ﹤0.01% | 2627 |
|
2022
Q1 | $26K | Buy |
101
+99
| +4,950% | +$25.5K | ﹤0.01% | 2627 |
|
2021
Q4 | $1K | Sell |
2
-1
| -33% | -$500 | ﹤0.01% | 2893 |
|
2021
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 2754 |
|
2021
Q2 | $0 | Sell |
3
-55
| -95% | – | ﹤0.01% | 3150 |
|
2021
Q1 | $8K | Buy |
58
+2
| +4% | +$276 | ﹤0.01% | 2192 |
|
2020
Q4 | $7K | Buy |
56
+54
| +2,700% | +$6.75K | ﹤0.01% | 2175 |
|
2020
Q3 | $0 | Sell |
2
-505
| -100% | – | ﹤0.01% | 2895 |
|
2020
Q2 | $59K | Buy |
507
+4
| +0.8% | +$465 | ﹤0.01% | 1140 |
|
2020
Q1 | $49K | Buy |
503
+150
| +42% | +$14.6K | ﹤0.01% | 1120 |
|
2019
Q4 | $55K | Sell |
353
-1
| -0.3% | -$156 | ﹤0.01% | 1212 |
|
2019
Q3 | $52K | Buy |
+354
| New | +$52K | ﹤0.01% | 1350 |
|
2019
Q1 | $2K | Sell |
15
-473
| -97% | -$63.1K | ﹤0.01% | 2063 |
|
2018
Q4 | $54K | Buy |
488
+34
| +7% | +$3.76K | ﹤0.01% | 1551 |
|
2018
Q3 | $53K | Buy |
454
+362
| +393% | +$42.3K | ﹤0.01% | 1850 |
|
2018
Q2 | $9K | Sell |
92
-5
| -5% | -$489 | ﹤0.01% | 2902 |
|
2018
Q1 | $9K | Hold |
97
| – | – | ﹤0.01% | 2829 |
|
2017
Q4 | $9K | Buy |
97
+40
| +70% | +$3.71K | ﹤0.01% | 2826 |
|
2017
Q3 | $5K | Sell |
57
-1
| -2% | -$88 | ﹤0.01% | 3326 |
|
2017
Q2 | $4K | Buy |
58
+53
| +1,060% | +$3.66K | ﹤0.01% | 3446 |
|
2017
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 3955 |
|
2016
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 3947 |
|
2016
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3888 |
|
2016
Q2 | – | Sell |
-15
| Closed | -$2K | – | 3834 |
|
2016
Q1 | $2K | Sell |
15
-1
| -6% | -$133 | ﹤0.01% | 2063 |
|
2015
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 3463 |
|