Mission Wealth Management’s Bright Horizons BFAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$564K	Buy	6,869 +325	+5%	+$27.4K	0.01%	462
2025 Q4	$664K	Sell	6,544 -763	-10%	-$77K	0.01%	422
2025 Q3	$793K	Sell	7,307 -156	-2%	-$18.1K	0.02%	382
2025 Q2	$922K	Buy	7,463 +69	+0.9%	+$8.46K	0.02%	343
2025 Q1	$939K	Buy	7,394 +430	+6%	+$52.8K	0.02%	321
2024 Q4	$772K	Sell	6,964 -1,937	-22%	-$233K	0.02%	339
2024 Q3	$1.25M	Sell	8,901 -538	-6%	-$69.6K	0.03%	246
2024 Q2	$1.04M	Sell	9,439 -508	-5%	-$54.9K	0.03%	260
2024 Q1	$1.13M	Sell	9,947 -641	-6%	-$67.6K	0.03%	269
2023 Q4	$998K	Buy	10,588 +415	+4%	+$35.4K	0.03%	236
2023 Q3	$829K	Sell	10,173 -65	-0.6%	-$6K	0.03%	254
2023 Q2	$947K	Sell	10,238 -212	-2%	-$17.9K	0.04%	224
2023 Q1	$805K	Buy	10,450 +213	+2%	+$16.4K	0.03%	263
2022 Q4	$646K	Buy	10,237 +555	+6%	+$36.3K	0.03%	273
2022 Q3	$558K	Buy	9,682 +958	+11%	+$72.9K	0.03%	281
2022 Q2	$737K	Buy	8,724 +3,508	+67%	+$349K	0.04%	243
2022 Q1	$692K	Buy	5,216 +1,291	+33%	+$168K	0.03%	262
2021 Q4	$494K	Sell	3,925 -181	-4%	-$25.1K	0.02%	309
2021 Q3	$572K	Buy	4,106 +305	+8%	+$44.8K	0.03%	262
2021 Q2	$559K	Buy	3,801 +62	+2%	+$9.27K	0.03%	263
2021 Q1	$641K	Buy	3,739 +612	+20%	+$101K	0.04%	215
2020 Q4	$541K	Buy	3,127 +1,225	+64%	+$201K	0.03%	224
2020 Q3	$289K	Buy	+1,902	New	+$239K	0.02%	285
2020 Q1	–	Sell	-1,394	Closed	-$210K	–	300
2019 Q4	$210K	Buy	+1,394	New	+$209K	0.02%	319
2019 Q3	–	Sell	-1,360	Closed	-$205K	–	318
2019 Q2	$205K	Buy	+1,360	New	+$182K	0.02%	303