Beaird Harris 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	$37K	Buy	1,550 +600	+63%	+$14.3K	﹤0.01%	282
2025 Q1	$18.3K	Hold	950	–	–	﹤0.01%	317
2024 Q4	$19.3K	Buy	+950	New	+$19.3K	﹤0.01%	310
2023 Q1	–	Sell	-23	Closed	-$607	–	508
2022 Q4	$607	Buy	+23	New	+$607	﹤0.01%	682