OWP
Obermeyer Wealth Partners’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
2,000
+36
| +2% | +$4.45K | 0.01% | 246 |
|
|
2025
Q1 | $250K | Sell |
1,964
-78
| -4% | -$9.91K | 0.01% | 223 |
|
|
2024
Q4 | $226K | Buy |
2,042
+14
| +0.7% | +$1.55K | 0.01% | 233 |
|
|
2024
Q3 | $284K | Hold |
2,028
| – | – | 0.02% | 209 |
|
|
2024
Q2 | $223K | Hold |
2,028
| – | – | 0.01% | 225 |
|
|
2024
Q1 | $230K | Buy |
+2,028
| New | +$230K | 0.01% | 226 |
|
|
2022
Q2 | – | Sell |
-281,098
| Closed | -$37.3M | – | 210 |
|
|
2022
Q1 | $37.3M | Buy |
281,098
+4,112
| +1% | +$546K | 2.23% | 23 |
|
|
2021
Q4 | $34.9M | Buy |
276,986
+7,462
| +3% | +$939K | 1.87% | 27 |
|
|
2021
Q3 | $37.6M | Buy |
269,524
+7,536
| +3% | +$1.05M | 2.08% | 29 |
|
|
2021
Q2 | $38.5M | Buy |
261,988
+6,554
| +3% | +$964K | 2.14% | 26 |
|
|
2021
Q1 | $43.8M | Buy |
255,434
+2,390
| +0.9% | +$410K | 2.69% | 17 |
|
|
2020
Q4 | $43.8M | Sell |
253,044
-1,168
| -0.5% | -$202K | 2.91% | 13 |
|
|
2020
Q3 | $38.7M | Buy |
254,212
+167,854
| +194% | +$25.5M | 2.89% | 16 |
|
|
2020
Q2 | $10.1M | Buy |
86,358
+3,370
| +4% | +$395K | 0.86% | 31 |
|
|
2020
Q1 | $8.47M | Buy |
+82,988
| New | +$8.47M | 0.9% | 31 |
|