Plante Moran Financial 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
Q1 | – | Sell |
-49
| Closed | -$5.43K | – | 805 |
|
|
2024
Q4 | $5.43K | Buy |
+49
| New | +$5.43K | ﹤0.01% | 674 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 869 |
|
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 878 |
|
|
2021
Q3 | – | Sell |
-105
| Closed | -$15K | – | 926 |
|
|
2021
Q2 | $15K | Sell |
105
-155
| -60% | -$22.1K | ﹤0.01% | 610 |
|
|
2021
Q1 | $45K | Hold |
260
| – | – | 0.01% | 386 |
|
|
2020
Q4 | $45K | Hold |
260
| – | – | 0.01% | 375 |
|
|
2020
Q3 | $40K | Hold |
260
| – | – | 0.01% | 354 |
|
|
2020
Q2 | $30K | Buy |
260
+105
| +68% | +$12.1K | 0.01% | 360 |
|
|
2020
Q1 | $16K | Buy |
+155
| New | +$16K | 0.01% | 419 |
|