Diversify Wealth Management’s Bentley Systems BSY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.11M | Buy |
21,252
+1,357
| +7% | +$71.1K | 0.07% | 255 |
|
2025
Q1 | $858K | Sell |
19,895
-3,025
| -13% | -$130K | 0.06% | 266 |
|
2024
Q4 | $1.05M | Buy |
22,920
+2,728
| +14% | +$125K | 0.08% | 210 |
|
2024
Q3 | $993K | Buy |
20,192
+428
| +2% | +$21.1K | 0.1% | 195 |
|
2024
Q2 | $885K | Buy |
+19,764
| New | +$885K | 0.11% | 177 |
|