AE Wealth Management’s Bentley Systems BSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,177
| Closed | -$676K | – | 2166 |
|
|
2025
Q1 | $676K | Sell |
17,177
-8,711
| -34% | -$343K | 0.01% | 826 |
|
|
2024
Q4 | $1.21M | Buy |
25,888
+11,287
| +77% | +$527K | 0.01% | 661 |
|
|
2024
Q3 | $742K | Sell |
14,601
-8,002
| -35% | -$407K | 0.01% | 777 |
|
|
2024
Q2 | $1.12M | Buy |
22,603
+7,834
| +53% | +$387K | 0.01% | 677 |
|
|
2024
Q1 | $771K | Sell |
14,769
-150
| -1% | -$7.83K | 0.01% | 712 |
|
|
2023
Q4 | $750K | Buy |
+14,919
| New | +$750K | ﹤0.01% | 1265 |
|
|
2022
Q1 | – | Sell |
-13,189
| Closed | -$637K | – | 1678 |
|
|
2021
Q4 | $637K | Buy |
+13,189
| New | +$637K | ﹤0.01% | 1161 |
|