Carson Wealth (CWM LLC)’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Sell |
6,197
-118,988
| -95% | -$2.84M | ﹤0.01% | 2416 |
|
|
2025
Q1 | $2.41M | Sell |
125,185
-26,860
| -18% | -$517K | 0.01% | 770 |
|
|
2024
Q4 | $3.09M | Buy |
152,045
+133,903
| +738% | +$2.72M | 0.01% | 614 |
|
|
2024
Q3 | $366K | Sell |
18,142
-2,638
| -13% | -$53.2K | ﹤0.01% | 1444 |
|
|
2024
Q2 | $464K | Buy |
20,780
+11,128
| +115% | +$248K | ﹤0.01% | 1218 |
|
|
2024
Q1 | $271K | Buy |
9,652
+410
| +4% | +$11.5K | ﹤0.01% | 1378 |
|
|
2023
Q4 | $275K | Buy |
9,242
+1,594
| +21% | +$47.4K | ﹤0.01% | 1285 |
|
|
2023
Q3 | $188K | Sell |
7,648
-7,202
| -48% | -$177K | ﹤0.01% | 1337 |
|
|
2023
Q2 | $397K | Sell |
14,850
-851,511
| -98% | -$22.8M | ﹤0.01% | 1010 |
|
|
2023
Q1 | $23.3M | Sell |
866,361
-3,853
| -0.4% | -$104K | 0.16% | 128 |
|
|
2022
Q4 | $23M | Buy |
870,214
+67,747
| +8% | +$1.79M | 0.17% | 126 |
|
|
2022
Q3 | $17.3M | Buy |
802,467
+41,228
| +5% | +$887K | 0.14% | 143 |
|
|
2022
Q2 | $17.7M | Buy |
761,239
+71,112
| +10% | +$1.66M | 0.14% | 142 |
|
|
2022
Q1 | $19.3M | Buy |
690,127
+6,381
| +0.9% | +$178K | 0.14% | 146 |
|
|
2021
Q4 | $22.9M | Buy |
+683,746
| New | +$22.9M | 0.16% | 131 |
|
|
2021
Q2 | $24K | Hold |
750
| – | – | ﹤0.01% | 1698 |
|
|
2021
Q1 | $24K | Hold |
750
| – | – | ﹤0.01% | 1698 |
|
|
2020
Q4 | $24K | Hold |
750
| – | – | ﹤0.01% | 1698 |
|
|
2020
Q3 | $24K | Hold |
750
| – | – | ﹤0.01% | 1698 |
|
|
2020
Q2 | $24K | Hold |
750
| – | – | ﹤0.01% | 1698 |
|
|
2020
Q1 | $24K | Hold |
750
| – | – | ﹤0.01% | 1698 |
|
|
2019
Q4 | $24K | Hold |
750
| – | – | ﹤0.01% | 1698 |
|
|
2019
Q3 | $24K | Hold |
750
| – | – | ﹤0.01% | 1698 |
|
|
2019
Q2 | $24K | Hold |
750
| – | – | ﹤0.01% | 1698 |
|
|
2019
Q1 | $24K | Sell |
750
-1,022
| -58% | -$32.7K | ﹤0.01% | 1698 |
|
|
2018
Q4 | $53K | Buy |
1,772
+325
| +22% | +$9.72K | ﹤0.01% | 865 |
|
|
2018
Q3 | $44K | Buy |
1,447
+594
| +70% | +$18.1K | ﹤0.01% | 774 |
|
|
2018
Q2 | $27K | Sell |
853
-325
| -28% | -$10.3K | ﹤0.01% | 771 |
|
|
2018
Q1 | $41K | Sell |
1,178
-602,323
| -100% | -$21M | ﹤0.01% | 587 |
|
|
2017
Q4 | $26.2M | Sell |
603,501
-40,000
| -6% | -$1.73M | 1.16% | 27 |
|
|
2017
Q3 | $28.6M | Sell |
643,501
-21,738
| -3% | -$968K | 1.35% | 19 |
|
|
2017
Q2 | $29.8M | Buy |
665,239
+159,401
| +32% | +$7.14M | 1.53% | 14 |
|
|
2017
Q1 | $21.3M | Buy |
505,838
+97,250
| +24% | +$4.1M | 1.21% | 26 |
|
|
2016
Q4 | $16.2M | Buy |
408,588
+50,773
| +14% | +$2.01M | 0.99% | 36 |
|
|
2016
Q3 | $12.7M | Buy |
357,815
+59,457
| +20% | +$2.11M | 0.88% | 35 |
|
|
2016
Q2 | $9.96M | Buy |
298,358
+60,044
| +25% | +$2M | 0.73% | 48 |
|
|
2016
Q1 | $9.31M | Buy |
238,314
+238,290
| +992,875% | +$9.31M | 0.82% | 46 |
|
|
2015
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 630 |
|