Abound Wealth Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281 Hold
2025
Q2
$290 Hold
2025
Q1
$234 Hold
2024
Q4
$247 Hold
2024
Q3
$245 Hold
2024
Q2
$272 Hold
2024
Q1
$342 Hold
2023
Q4
$362 Hold
2023
Q3
$299 Sell
2023
Q2
$1.31K Buy
2023
Q1
$328 Hold
2022
Q4
$321 Hold
2022
Q3
$262 Buy