Axxcess Wealth Management’s Bentley Systems BSY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$444K Sell
8,224
-247
-3% -$13.3K 0.01% 622
2025
Q1
$333K Buy
8,471
+301
+4% +$11.8K 0.01% 652
2024
Q4
$382K Sell
8,170
-100
-1% -$4.67K 0.01% 605
2024
Q3
$420K Sell
8,270
-185
-2% -$9.4K 0.01% 589
2024
Q2
$417K Buy
8,455
+81
+1% +$4K 0.01% 564
2024
Q1
$437K Sell
8,374
-22
-0.3% -$1.15K 0.01% 566
2023
Q4
$438K Sell
8,396
-8,406
-50% -$439K 0.01% 548
2023
Q3
$843K Sell
16,802
-189
-1% -$9.48K 0.03% 350
2023
Q2
$921K Sell
16,991
-1,416
-8% -$76.8K 0.07% 246
2023
Q1
$791K Buy
18,407
+10,254
+126% +$441K 0.06% 271
2022
Q4
$301K Buy
8,153
+1,058
+15% +$39.1K 0.02% 445
2022
Q3
$217K Sell
7,095
-5,619
-44% -$172K 0.02% 479
2022
Q2
$423K Buy
12,714
+5,359
+73% +$178K 0.04% 333
2022
Q1
$325K Buy
7,355
+1,523
+26% +$67.3K 0.03% 451
2021
Q4
$282K Buy
+5,832
New +$282K 0.02% 485