Whittier Trust’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 | $44.8K | Buy |
830
+584
| +237% | +$31.5K | ﹤0.01% | 957 |
|
|
2025
Q1 | $9.68K | Hold |
246
| – | – | ﹤0.01% | 1218 |
|
|
2024
Q4 | $11.5K | Sell |
246
-174
| -41% | -$8.13K | ﹤0.01% | 1226 |
|
|
2024
Q3 | $21.3K | Buy |
420
+174
| +71% | +$8.84K | ﹤0.01% | 1093 |
|
|
2024
Q2 | $12.1K | Buy |
+246
| New | +$12.1K | ﹤0.01% | 1218 |
|
|
2023
Q4 | – | Sell |
-182
| Closed | -$9.13K | – | 1532 |
|
|
2023
Q3 | $9.13K | Buy |
+182
| New | +$9.13K | ﹤0.01% | 1283 |
|