Integrated Wealth Concepts’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
$720K Sell
13,333
-5,013
-27% -$271K 0.01% 1083
2025
Q1
$722K Sell
18,346
-817
-4% -$32.1K 0.01% 984
2024
Q4
$895K Sell
19,163
-1,007
-5% -$47K 0.01% 867
2024
Q3
$1.02M Sell
20,170
-636
-3% -$32.3K 0.01% 793
2024
Q2
$1.03M Sell
20,806
-1,532
-7% -$75.6K 0.01% 747
2024
Q1
$1.17M Sell
22,338
-76
-0.3% -$3.97K 0.02% 693
2023
Q4
$1.17M Sell
22,414
-1,550
-6% -$80.9K 0.02% 664
2023
Q3
$1.2M Buy
23,964
+177
+0.7% +$8.88K 0.02% 618
2023
Q2
$1.29M Buy
23,787
+18,525
+352% +$1M 0.02% 593
2023
Q1
$226K Buy
+5,262
New +$226K ﹤0.01% 1179
2022
Q2
Sell
-5,257
Closed -$232K 985
2022
Q1
$232K Hold
5,257
0.01% 828
2021
Q4
$254K Hold
5,257
0.01% 851
2021
Q3
$319K Sell
5,257
-4,088
-44% -$248K 0.01% 717
2021
Q2
$605K Buy
+9,345
New +$605K 0.02% 488