SWM
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Spire Wealth Management’s Bright Horizons BFAM Stock Holding History

Spire Wealth Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-39
Closed -$4.23K – 2315
2025
Q3 		$4.23K Hold
39
– – ﹤0.01% 2001
2025
Q2 		$4.82K Hold
39
– – ﹤0.01% 1959
2025
Q1 		$4.96K Sell
39
-21
-35% -$2.58K ﹤0.01% 2063
2024
Q4 		$6.65K Buy
60
+21
+54% +$2.53K ﹤0.01% 1970
2024
Q3 		$5.46K Sell
39
-19
-33% -$2.46K ﹤0.01% 1796
2024
Q2 		$6.38K Sell
58
-84
-59% -$9.08K ﹤0.01% 1768
2024
Q1 		$16.1K Hold
142
– – ﹤0.01% 1577
2023
Q4 		$13.9K Hold
142
– – ﹤0.01% 1644
2023
Q3 		$11.6K Sell
142
-289
-67% -$26.7K ﹤0.01% 1686
2023
Q2 		$39.8K Buy
431
+366
+563% +$30.9K ﹤0.01% 1294
2023
Q1 		$5K Buy
+65
New +$5K ﹤0.01% 2034
2022
Q3 		– Sell
-50
Closed -$4K – 2205
2022
Q2 		$4K Hold
50
– – ﹤0.01% 2170
2022
Q1 		$7K Sell
50
-201
-80% -$26.1K ﹤0.01% 2138
2021
Q4 		$32K Buy
251
+9
+4% +$1.25K ﹤0.01% 1911
2021
Q3 		$34K Sell
242
-41
-14% -$6.02K ﹤0.01% 1633
2021
Q2 		$42K Sell
283
-66
-19% -$9.87K ﹤0.01% 1546
2021
Q1 		$59K Buy
+349
New +$57.5K ﹤0.01% 1639

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