Annis Gardner Whiting Capital Advisors’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 | $191 | Buy |
+8
| New | +$191 | ﹤0.01% | 1292 |
|
|
2025
Q1 | – | Sell |
-8
| Closed | -$163 | – | 753 |
|
|
2024
Q4 | $163 | Buy |
+8
| New | +$163 | ﹤0.01% | 770 |
|
|
2024
Q3 | – | Sell |
-8
| Closed | -$179 | – | 758 |
|
|
2024
Q2 | $179 | Hold |
8
| – | – | ﹤0.01% | 937 |
|
|
2024
Q1 | $228 | Sell |
8
-66
| -89% | -$1.88K | ﹤0.01% | 935 |
|
|
2023
Q4 | $2.21K | Buy |
74
+31
| +72% | +$924 | ﹤0.01% | 624 |
|
|
2023
Q3 | $1.07K | Buy |
+43
| New | +$1.07K | ﹤0.01% | 645 |
|