Heritage Family Offices’s Bentley Systems BSY Stock Holding History

Heritage Family Offices’s Portfolio BSY Stock Details BSY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$401K	Sell
2025 Q3	$677K	Sell
2025 Q2	$546K	Hold
2025 Q1	$541K	Buy
2024 Q4	$501K	Buy
2024 Q3	$538K	Buy
2024 Q2	$499K	Buy