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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.96M | Buy |
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|
2025
Q3 | $3.27M | Buy |
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|
2025
Q2 | $2.47M | Buy |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | $1.37M | Buy |
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|
2024
Q3 | $1.24M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $505K | Buy |
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|
2023
Q4 | $146K | Sell |
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|
2023
Q3 | $146K | Buy |
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|
2023
Q2 | $54K | Buy |
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|
2023
Q1 | $41K | Buy |
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|
2022
Q4 | $31K | Sell |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $5K | Buy |
|