Carson Wealth (CWM LLC)’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 | $2.99M | Buy |
85,113
+7,600
| +10% | +$279K | 0.01% | 1029 |
|
|
2025
Q4 | $2.96M | Buy |
77,513
+13,894
| +22% | +$633K | 0.01% | 995 |
|
|
2025
Q3 | $3.27M | Buy |
63,619
+17,826
| +39% | +$977K | 0.01% | 886 |
|
|
2025
Q2 | $2.47M | Buy |
45,793
+7,380
| +19% | +$342K | 0.01% | 874 |
|
|
2025
Q1 | $1.51M | Buy |
38,413
+9,110
| +31% | +$407K | 0.01% | 933 |
|
|
2024
Q4 | $1.37M | Buy |
29,303
+4,936
| +20% | +$241K | 0.01% | 939 |
|
|
2024
Q3 | $1.24M | Buy |
24,367
+1,398
| +6% | +$68.8K | 0.01% | 907 |
|
|
2024
Q2 | $1.13M | Buy |
22,969
+13,290
| +137% | +$690K | 0.01% | 829 |
|
|
2024
Q1 | $505K | Buy |
9,679
+6,888
| +247% | +$347K | ﹤0.01% | 1138 |
|
|
2023
Q4 | $146K | Sell |
2,791
-125
| -4% | -$6.42K | ﹤0.01% | 1563 |
|
|
2023
Q3 | $146K | Buy |
2,916
+1,919
| +192% | +$96.5K | ﹤0.01% | 1436 |
|
|
2023
Q2 | $54K | Buy |
997
+54
| +6% | +$2.52K | ﹤0.01% | 1918 |
|
|
2023
Q1 | $41K | Buy |
943
+97
| +11% | +$3.86K | ﹤0.01% | 2003 |
|
|
2022
Q4 | $31K | Sell |
846
-39
| -4% | -$1.41K | ﹤0.01% | 2055 |
|
|
2022
Q3 | $27K | Buy |
885
+356
| +67% | +$13K | ﹤0.01% | 2021 |
|
|
2022
Q2 | $18K | Buy |
529
+488
| +1,190% | +$17.9K | ﹤0.01% | 2177 |
|
|
2022
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 3137 |
|
|
2021
Q4 | $2K | Buy |
+41
| New | +$2.22K | ﹤0.01% | 3094 |
|
|
2021
Q2 | $5K | Hold |
81
| – | – | ﹤0.01% | 2342 |
|
|
2021
Q1 | $5K | Hold |
81
| – | – | ﹤0.01% | 2342 |
|
|
2020
Q4 | $5K | Hold |
81
| – | – | ﹤0.01% | 2342 |
|
|
2020
Q3 | $5K | Buy |
+81
| New | +$2.62K | ﹤0.01% | 2342 |
|
Other funds holding BSY
VPM
VCM
