Wealth Alliance’s Bright Horizons BFAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
2,001
+128
| +7% | +$15.8K | 0.03% | 470 |
|
|
2025
Q1 | $238K | Buy |
1,873
+12
| +0.6% | +$1.52K | 0.03% | 456 |
|
|
2024
Q4 | $206K | Buy |
1,861
+32
| +2% | +$3.55K | 0.02% | 473 |
|
|
2024
Q3 | $256K | Buy |
+1,829
| New | +$256K | 0.03% | 439 |
|
|
2024
Q2 | – | Sell |
-1,954
| Closed | -$222K | – | 518 |
|
|
2024
Q1 | $222K | Buy |
+1,954
| New | +$222K | 0.03% | 470 |
|
|
2021
Q2 | – | Sell |
-1,449
| Closed | -$248K | – | 424 |
|
|
2021
Q1 | $248K | Sell |
1,449
-51
| -3% | -$8.73K | 0.07% | 335 |
|
|
2020
Q4 | $259K | Buy |
+1,500
| New | +$259K | 0.08% | 310 |
|