Mission Wealth Management’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 | $922K | Buy |
7,463
+69
| +0.9% | +$8.53K | 0.02% | 326 |
|
|
2025
Q1 | $939K | Buy |
7,394
+430
| +6% | +$54.6K | 0.02% | 303 |
|
|
2024
Q4 | $772K | Sell |
6,964
-1,937
| -22% | -$215K | 0.02% | 322 |
|
|
2024
Q3 | $1.25M | Sell |
8,901
-538
| -6% | -$75.4K | 0.03% | 235 |
|
|
2024
Q2 | $1.04M | Sell |
9,439
-508
| -5% | -$55.9K | 0.03% | 247 |
|
|
2024
Q1 | $1.13M | Sell |
9,947
-641
| -6% | -$72.7K | 0.03% | 255 |
|
|
2023
Q4 | $998K | Buy |
10,588
+415
| +4% | +$39.1K | 0.03% | 230 |
|
|
2023
Q3 | $829K | Sell |
10,173
-65
| -0.6% | -$5.3K | 0.03% | 244 |
|
|
2023
Q2 | $947K | Sell |
10,238
-212
| -2% | -$19.6K | 0.04% | 217 |
|
|
2023
Q1 | $805K | Buy |
10,450
+213
| +2% | +$16.4K | 0.03% | 251 |
|
|
2022
Q4 | $646K | Buy |
10,237
+555
| +6% | +$35K | 0.03% | 263 |
|
|
2022
Q3 | $558K | Buy |
9,682
+958
| +11% | +$55.2K | 0.03% | 270 |
|
|
2022
Q2 | $737K | Buy |
8,724
+3,508
| +67% | +$296K | 0.04% | 233 |
|
|
2022
Q1 | $692K | Buy |
5,216
+1,291
| +33% | +$171K | 0.03% | 250 |
|
|
2021
Q4 | $494K | Sell |
3,925
-181
| -4% | -$22.8K | 0.02% | 293 |
|
|
2021
Q3 | $572K | Buy |
4,106
+305
| +8% | +$42.5K | 0.03% | 247 |
|
|
2021
Q2 | $559K | Buy |
3,801
+62
| +2% | +$9.12K | 0.03% | 257 |
|
|
2021
Q1 | $641K | Buy |
3,739
+612
| +20% | +$105K | 0.04% | 214 |
|
|
2020
Q4 | $541K | Buy |
3,127
+1,225
| +64% | +$212K | 0.03% | 223 |
|
|
2020
Q3 | $289K | Buy |
+1,902
| New | +$289K | 0.02% | 285 |
|
|
2020
Q1 | – | Sell |
-1,394
| Closed | -$210K | – | 300 |
|
|
2019
Q4 | $210K | Buy |
+1,394
| New | +$210K | 0.02% | 319 |
|
|
2019
Q3 | – | Sell |
-1,360
| Closed | -$205K | – | 318 |
|
|
2019
Q2 | $205K | Buy |
+1,360
| New | +$205K | 0.02% | 303 |
|