Baldwin Wealth Partners’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-817	Closed	-$16.5K	–	305
2024 Q3	$16.5K	Hold	817	–	–	﹤0.01%	726
2024 Q2	$18.3K	Hold	817	–	–	﹤0.01%	471
2024 Q1	$23K	Hold	817	–	–	﹤0.01%	470
2023 Q4	$24.3K	Hold	817	–	–	﹤0.01%	477
2023 Q3	$20.1K	Hold	817	–	–	﹤0.01%	509
2023 Q2	$21.8K	Hold	817	–	–	﹤0.01%	522
2023 Q1	$22K	Hold	817	–	–	﹤0.01%	534
2022 Q4	$21.6K	Hold	817	–	–	﹤0.01%	527
2022 Q3	$18K	Hold	817	–	–	﹤0.01%	454
2022 Q2	$19K	Hold	817	–	–	﹤0.01%	477
2022 Q1	$23K	Hold	817	–	–	﹤0.01%	463
2021 Q4	$27K	Sell	817 -30	-4%	-$991	﹤0.01%	415
2021 Q3	$25K	Hold	847	–	–	﹤0.01%	426
2021 Q2	$27K	Hold	847	–	–	﹤0.01%	436
2021 Q1	$25K	Hold	847	–	–	﹤0.01%	429
2020 Q4	$21K	Sell	847 -47	-5%	-$1.17K	﹤0.01%	399
2020 Q3	$18K	Hold	894	–	–	﹤0.01%	395
2020 Q2	$19K	Hold	894	–	–	﹤0.01%	392
2020 Q1	$15K	Hold	894	–	–	﹤0.01%	395
2019 Q4	$23K	Hold	894	–	–	﹤0.01%	398
2019 Q3	$26K	Hold	894	–	–	﹤0.01%	376
2019 Q2	$31K	Hold	894	–	–	﹤0.01%	353
2019 Q1	$30K	Hold	894	–	–	﹤0.01%	354
2018 Q4	$27K	Sell	894 -31	-3%	-$936	﹤0.01%	349
2018 Q3	$28K	Hold	925	–	–	﹤0.01%	373
2018 Q2	$30K	Hold	925	–	–	﹤0.01%	358
2018 Q1	$32K	Sell	925 -100	-10%	-$3.46K	0.01%	341
2017 Q4	$44K	Sell	1,025 -25	-2%	-$1.07K	0.01%	314
2017 Q3	$47K	Hold	1,050	–	–	0.01%	294
2017 Q2	$47K	Hold	1,050	–	–	0.01%	304
2017 Q1	$44K	Sell	1,050 -520	-33%	-$21.8K	0.01%	298
2016 Q4	$62K	Sell	1,570 -750	-32%	-$29.6K	0.01%	271
2016 Q3	$83K	Hold	2,320	–	–	0.02%	255
2016 Q2	$77K	Sell	2,320 -100	-4%	-$3.32K	0.02%	232
2016 Q1	$95K	Buy	+2,420	New	+$95K	0.02%	241