CIA
Concurrent Investment Advisors’s Bentley Systems BSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Sell |
125,669
-14,997
| -11% | -$809K | 0.13% | 171 |
|
|
2025
Q1 | $5.53M | Buy |
140,666
+628
| +0.4% | +$24.7K | 0.13% | 164 |
|
|
2024
Q4 | $6.54M | Sell |
140,038
-18,999
| -12% | -$887K | 0.18% | 119 |
|
|
2024
Q3 | $8.08M | Sell |
159,037
-36
| -0% | -$1.83K | 0.24% | 95 |
|
|
2024
Q2 | $7.85M | Buy |
159,073
+1,594
| +1% | +$78.7K | 0.26% | 88 |
|
|
2024
Q1 | $8.22M | Sell |
157,479
-19,908
| -11% | -$1.04M | 0.33% | 69 |
|
|
2023
Q4 | $9.26M | Buy |
+177,387
| New | +$9.26M | 0.44% | 53 |
|