EP Wealth Advisors’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
Q2 | $660K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $499K | Hold |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $602K | Sell |
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|
2022
Q3 | $691K | Buy |
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|
2022
Q2 | $750K | Sell |
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|
2022
Q1 | $999K | Hold |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.74M | Hold |
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|
2021
Q2 | $1.85M | Buy |
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