Angeles Wealth Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
10,550
-80
| -0.8% | -$1.91K | 0.02% | 289 |
|
|
2025
Q1 | $205K | Buy |
10,630
+147
| +1% | +$2.83K | 0.02% | 278 |
|
|
2024
Q4 | $213K | Sell |
10,483
-31
| -0.3% | -$629 | 0.02% | 282 |
|
|
2024
Q3 | $212K | Sell |
10,514
-409
| -4% | -$8.24K | 0.02% | 252 |
|
|
2024
Q2 | $244K | Buy |
10,923
+31
| +0.3% | +$693 | 0.02% | 205 |
|
|
2024
Q1 | $306K | Buy |
10,892
+7
| +0.1% | +$197 | 0.03% | 170 |
|
|
2023
Q4 | $324K | Buy |
10,885
+236
| +2% | +$7.03K | 0.04% | 144 |
|
|
2023
Q3 | $262K | Hold |
10,649
| – | – | 0.04% | 143 |
|
|
2023
Q2 | $284K | Sell |
10,649
-25
| -0.2% | -$668 | 0.04% | 146 |
|
|
2023
Q1 | $288K | Sell |
10,674
-1,825
| -15% | -$49.2K | 0.04% | 140 |
|
|
2022
Q4 | $330K | Sell |
12,499
-1,500
| -11% | -$39.6K | 0.06% | 119 |
|
|
2022
Q3 | $301K | Hold |
13,999
| – | – | 0.06% | 122 |
|
|
2022
Q2 | $326K | Hold |
13,999
| – | – | 0.07% | 124 |
|
|
2022
Q1 | $391K | Buy |
+13,999
| New | +$391K | 0.07% | 116 |
|