Portside Wealth Group’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
$492K Sell
9,114
-1,903
-17% -$103K 0.07% 250
2025
Q1
$433K Sell
11,017
-2,323
-17% -$91.4K 0.07% 244
2024
Q4
$623K Buy
13,340
+137
+1% +$6.4K 0.1% 198
2024
Q3
$671K Buy
13,203
+1,101
+9% +$55.9K 0.11% 188
2024
Q2
$597K Sell
12,102
-358
-3% -$17.7K 0.11% 184
2024
Q1
$651K Buy
12,460
+1,048
+9% +$54.7K 0.12% 182
2023
Q4
$595K Buy
11,412
+308
+3% +$16.1K 0.11% 189
2023
Q3
$560K Buy
11,104
+1,021
+10% +$51.5K 0.11% 181
2023
Q2
$547K Buy
+10,083
New +$547K 0.1% 191