Corient Private Wealth’s Bentley Systems BSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
8,747
+18
| +0.2% | +$971 | ﹤0.01% | 1815 |
|
|
2025
Q1 | $343K | Sell |
8,729
-8,561
| -50% | -$337K | ﹤0.01% | 1782 |
|
|
2024
Q4 | $807K | Buy |
17,290
+10
| +0.1% | +$467 | ﹤0.01% | 1400 |
|
|
2024
Q3 | $878K | Sell |
17,280
-138
| -0.8% | -$7.01K | ﹤0.01% | 1441 |
|
|
2024
Q2 | $860K | Sell |
17,418
-1,737
| -9% | -$85.7K | ﹤0.01% | 1379 |
|
|
2024
Q1 | $1,000K | Buy |
19,155
+52
| +0.3% | +$2.72K | ﹤0.01% | 1310 |
|
|
2023
Q4 | $996K | Buy |
19,103
+509
| +3% | +$26.6K | ﹤0.01% | 1284 |
|
|
2023
Q3 | $933K | Buy |
+18,594
| New | +$933K | ﹤0.01% | 1215 |
|