Boston Trust Walden’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
Q3 | $254K | Hold |
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|
2025
Q2 | $262K | Hold |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $223K | Hold |
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|
2024
Q3 | $222K | Hold |
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|
2024
Q2 | $246K | Hold |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $270K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $290K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $368K | Hold |
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|
2021
Q3 | $327K | Hold |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $275K | Hold |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $222K | Hold |
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|
2019
Q4 | $346K | Hold |
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|
2019
Q3 | $385K | Hold |
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|
2019
Q2 | $464K | Hold |
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|
2019
Q1 | $442K | Hold |
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|
2018
Q4 | $395K | Hold |
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|
2018
Q3 | $405K | Hold |
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|
2018
Q2 | $427K | Hold |
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|
2018
Q1 | $462K | Hold |
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|
2017
Q4 | $578K | Hold |
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|
2017
Q3 | $593K | Hold |
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|
2017
Q2 | $597K | Sell |
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|
2017
Q1 | $1.49M | Buy |
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|
2016
Q4 | $1.13M | Sell |
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|
2016
Q3 | $1.07M | Sell |
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|
2016
Q2 | $1.03M | Sell |
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|
2016
Q1 | $1.25M | Sell |
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|
2015
Q4 | $1.19M | Sell |
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|
2015
Q3 | $1.29M | Buy |
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|
2015
Q2 | $696K | Buy |
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|
2015
Q1 | $716K | Hold |
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|
2014
Q4 | $773K | Hold |
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|
2014
Q3 | $762K | Hold |
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|
2014
Q2 | $807K | Hold |
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|
2014
Q1 | $756K | Hold |
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|
2013
Q4 | $806K | Sell |
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|
2013
Q3 | $743K | Hold |
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|
2013
Q2 | $666K | Buy |
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