SWA
SFMG Wealth Advisors’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Hold |
2,226
| – | – | 0.02% | 218 |
|
|
2025
Q1 | $283K | Hold |
2,226
| – | – | 0.02% | 207 |
|
|
2024
Q4 | $247K | Hold |
2,226
| – | – | 0.02% | 226 |
|
|
2024
Q3 | $312K | Hold |
2,226
| – | – | 0.03% | 198 |
|
|
2024
Q2 | $245K | Hold |
2,226
| – | – | 0.02% | 215 |
|
|
2024
Q1 | $252K | Hold |
2,226
| – | – | 0.02% | 219 |
|
|
2023
Q4 | $210K | Buy |
+2,226
| New | +$210K | 0.02% | 235 |
|
|
2023
Q3 | – | Sell |
-2,226
| Closed | -$206K | – | 257 |
|
|
2023
Q2 | $206K | Buy |
+2,226
| New | +$206K | 0.02% | 229 |
|
|
2022
Q2 | – | Sell |
-2,226
| Closed | -$295K | – | 279 |
|
|
2022
Q1 | $295K | Hold |
2,226
| – | – | 0.03% | 201 |
|
|
2021
Q4 | $280K | Sell |
2,226
-995
| -31% | -$125K | 0.03% | 211 |
|
|
2021
Q3 | $449K | Sell |
3,221
-11
| -0.3% | -$1.53K | 0.05% | 156 |
|
|
2021
Q2 | $475K | Buy |
3,232
+39
| +1% | +$5.73K | 0.05% | 153 |
|
|
2021
Q1 | $547K | Hold |
3,193
| – | – | 0.06% | 132 |
|
|
2020
Q4 | $552K | Buy |
3,193
+967
| +43% | +$167K | 0.07% | 117 |
|
|
2020
Q3 | $338K | Hold |
2,226
| – | – | 0.05% | 132 |
|
|
2020
Q2 | $261K | Hold |
2,226
| – | – | 0.04% | 134 |
|
|
2020
Q1 | $227K | Hold |
2,226
| – | – | 0.03% | 119 |
|
|
2019
Q4 | $335K | Hold |
2,226
| – | – | 0.04% | 122 |
|
|
2019
Q3 | $339K | Hold |
2,226
| – | – | 0.05% | 110 |
|
|
2019
Q2 | $349K | Hold |
2,226
| – | – | 0.05% | 109 |
|
|
2019
Q1 | $283K | Hold |
2,226
| – | – | 0.04% | 117 |
|
|
2018
Q4 | $248K | Hold |
2,226
| – | – | 0.04% | 116 |
|
|
2018
Q3 | $258K | Hold |
2,226
| – | – | 0.04% | 109 |
|
|
2018
Q2 | $228K | Hold |
2,226
| – | – | 0.04% | 130 |
|
|
2018
Q1 | $222K | Hold |
2,226
| – | – | 0.04% | 128 |
|
|
2017
Q4 | $209K | Buy |
+2,226
| New | +$209K | 0.03% | 131 |
|