Heritage Family Offices’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	$546K	Hold	13,752	–	–	0.28%	87
2025 Q1	$541K	Buy	13,752 +3,021	+28%	+$119K	0.28%	88
2024 Q4	$501K	Buy	10,731 +148	+1%	+$6.91K	0.25%	85
2024 Q3	$538K	Buy	10,583 +480	+5%	+$24.4K	0.28%	78
2024 Q2	$499K	Buy	+10,103	New	+$499K	0.28%	76