Axxcess Wealth Management’s Bentley Systems BSY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,989	Closed	-$267K	–	461
2025 Q4	$267K	Sell	6,989 -1,045	-13%	-$47.6K	﹤0.01%	887
2025 Q3	$414K	Sell	8,034 -190	-2%	-$10.4K	0.01%	673
2025 Q2	$444K	Sell	8,224 -247	-3%	-$11.4K	0.01%	623
2025 Q1	$333K	Buy	8,471 +301	+4%	+$13.4K	0.01%	653
2024 Q4	$382K	Sell	8,170 -100	-1%	-$4.88K	0.01%	606
2024 Q3	$420K	Sell	8,270 -185	-2%	-$9.11K	0.01%	590
2024 Q2	$417K	Buy	8,455 +81	+1%	+$4.2K	0.01%	565
2024 Q1	$437K	Sell	8,374 -22	-0.3%	-$1.11K	0.01%	568
2023 Q4	$438K	Sell	8,396 -8,406	-50%	-$432K	0.01%	550
2023 Q3	$843K	Sell	16,802 -189	-1%	-$9.51K	0.03%	350
2023 Q2	$921K	Sell	16,991 -1,416	-8%	-$66.1K	0.07%	247
2023 Q1	$791K	Buy	18,407 +10,254	+126%	+$408K	0.06%	274
2022 Q4	$301K	Buy	8,153 +1,058	+15%	+$38.3K	0.02%	445
2022 Q3	$217K	Sell	7,095 -5,619	-44%	-$205K	0.02%	482
2022 Q2	$423K	Buy	12,714 +5,359	+73%	+$197K	0.04%	337
2022 Q1	$325K	Buy	7,355 +1,523	+26%	+$60.8K	0.03%	456
2021 Q4	$282K	Buy	+5,832	New	+$315K	0.02%	489