Venturi Wealth Management’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 | $242K | Sell |
4,481
-4,957
| -53% | -$268K | 0.01% | 476 |
|
|
2025
Q1 | $371K | Buy |
9,438
+315
| +3% | +$12.4K | 0.02% | 391 |
|
|
2024
Q4 | $426K | Buy |
9,123
+380
| +4% | +$17.7K | 0.02% | 367 |
|
|
2024
Q3 | $444K | Buy |
8,743
+3,329
| +61% | +$169K | 0.02% | 314 |
|
|
2024
Q2 | $267K | Buy |
5,414
+4,689
| +647% | +$231K | 0.02% | 364 |
|
|
2024
Q1 | $37.9K | Buy |
725
+48
| +7% | +$2.51K | ﹤0.01% | 565 |
|
|
2023
Q4 | $35.3K | Sell |
677
-36
| -5% | -$1.88K | ﹤0.01% | 563 |
|
|
2023
Q3 | $35.8K | Hold |
713
| – | – | ﹤0.01% | 524 |
|
|
2023
Q2 | $38.7K | Buy |
713
+251
| +54% | +$13.6K | ﹤0.01% | 456 |
|
|
2023
Q1 | $19.9K | Buy |
+462
| New | +$19.9K | ﹤0.01% | 597 |
|