Carson Wealth (CWM LLC)’s Bentley Systems BSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
45,793
+7,380
| +19% | +$398K | 0.01% | 874 |
|
|
2025
Q1 | $1.51M | Buy |
38,413
+9,110
| +31% | +$358K | 0.01% | 933 |
|
|
2024
Q4 | $1.37M | Buy |
29,303
+4,936
| +20% | +$230K | 0.01% | 938 |
|
|
2024
Q3 | $1.24M | Buy |
24,367
+1,398
| +6% | +$71K | 0.01% | 906 |
|
|
2024
Q2 | $1.13M | Buy |
22,969
+13,290
| +137% | +$656K | 0.01% | 828 |
|
|
2024
Q1 | $505K | Buy |
9,679
+6,888
| +247% | +$359K | ﹤0.01% | 1137 |
|
|
2023
Q4 | $146K | Sell |
2,791
-125
| -4% | -$6.54K | ﹤0.01% | 1561 |
|
|
2023
Q3 | $146K | Buy |
2,916
+1,919
| +192% | +$96.1K | ﹤0.01% | 1435 |
|
|
2023
Q2 | $54K | Buy |
997
+54
| +6% | +$2.93K | ﹤0.01% | 1916 |
|
|
2023
Q1 | $41K | Buy |
943
+97
| +11% | +$4.22K | ﹤0.01% | 2001 |
|
|
2022
Q4 | $31K | Sell |
846
-39
| -4% | -$1.43K | ﹤0.01% | 2053 |
|
|
2022
Q3 | $27K | Buy |
885
+356
| +67% | +$10.9K | ﹤0.01% | 2019 |
|
|
2022
Q2 | $18K | Buy |
529
+488
| +1,190% | +$16.6K | ﹤0.01% | 2174 |
|
|
2022
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 3124 |
|
|
2021
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 3083 |
|
|
2021
Q2 | $5K | Hold |
81
| – | – | ﹤0.01% | 2332 |
|
|
2021
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 2332 |
|
|
2020
Q4 | $5K | Hold |
81
| – | – | ﹤0.01% | 2332 |
|
|
2020
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 2332 |
|
|
2020
Q2 | $5K | Hold |
81
| – | – | ﹤0.01% | 2332 |
|
|
2020
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 2332 |
|
|
2019
Q4 | $5K | Hold |
81
| – | – | ﹤0.01% | 2332 |
|
|
2019
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 2332 |
|
|
2019
Q2 | $5K | Hold |
81
| – | – | ﹤0.01% | 2332 |
|
|
2019
Q1 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 2332 |
|