AO
Advisor OS’s Bentley Systems BSY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $513K | Sell |
9,502
-646
| -6% | -$34.9K | 0.05% | 250 |
|
2025
Q1 | $399K | Sell |
10,148
-856
| -8% | -$33.7K | 0.05% | 265 |
|
2024
Q4 | $514K | Sell |
11,004
-9,647
| -47% | -$450K | 0.06% | 221 |
|
2024
Q3 | $1.05M | Sell |
20,651
-10,332
| -33% | -$525K | 0.1% | 148 |
|
2024
Q2 | $1.53M | Buy |
30,983
+226
| +0.7% | +$11.2K | 0.17% | 108 |
|
2024
Q1 | $1.61M | Buy |
30,757
+2,770
| +10% | +$145K | 0.18% | 99 |
|
2023
Q4 | $1.46M | Sell |
27,987
-1,493
| -5% | -$77.9K | 0.19% | 91 |
|
2023
Q3 | $1.48M | Buy |
29,480
+1,171
| +4% | +$58.7K | 0.22% | 85 |
|
2023
Q2 | $1.54M | Buy |
28,309
+396
| +1% | +$21.5K | 0.25% | 74 |
|
2023
Q1 | $1.2M | Buy |
27,913
+1,174
| +4% | +$50.5K | 0.29% | 90 |
|
2022
Q4 | $988K | Buy |
26,739
+5,814
| +28% | +$215K | 0.26% | 91 |
|
2022
Q3 | $640K | Sell |
20,925
-3,534
| -14% | -$108K | 0.19% | 109 |
|
2022
Q2 | $815K | Buy |
24,459
+8,424
| +53% | +$281K | 0.24% | 98 |
|
2022
Q1 | $709K | Buy |
16,035
+5,618
| +54% | +$248K | 0.21% | 115 |
|
2021
Q4 | $503K | Buy |
10,417
+1,033
| +11% | +$49.9K | 0.1% | 168 |
|
2021
Q3 | $569K | Buy |
9,384
+1,346
| +17% | +$81.6K | 0.12% | 146 |
|
2021
Q2 | $520K | Buy |
8,038
+3,454
| +75% | +$223K | 0.11% | 139 |
|
2021
Q1 | $214K | Buy |
+4,584
| New | +$214K | 0.05% | 187 |
|