AssetMark Inc’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
Q2 | $66.2K | Buy |
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|
2025
Q1 | $29.7K | Sell |
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|
2024
Q4 | $34.7K | Sell |
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|
2024
Q3 | $46.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $14.4K | Buy |
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|
2023
Q4 | $8.28K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $108 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $10K | Sell |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $9K | Sell |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $415K | Buy |
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|
2019
Q3 | $168K | Buy |
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|
2019
Q2 | $192K | Sell |
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|
2019
Q1 | $185K | Buy |
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|
2018
Q4 | $78K | Buy |
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|
2018
Q3 | $41K | Hold |
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|
2018
Q2 | $43K | Hold |
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|
2018
Q1 | $47K | Sell |
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|
2017
Q4 | $62K | Buy |
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|
2017
Q3 | $61K | Buy |
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|
2017
Q2 | $61K | Hold |
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|
2017
Q1 | $57K | Hold |
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|
2016
Q4 | $54K | Hold |
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|
2016
Q3 | $48K | Sell |
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|
2016
Q2 | $79K | Sell |
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|
2016
Q1 | $111K | Sell |
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|
2015
Q4 | $225K | Buy |
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