Cornerstone Wealth Management’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 | $450K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $312K | Buy |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $281K | Hold |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $318K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10.1M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $444K | Sell |
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|
2017
Q3 | $452K | Buy |
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|
2017
Q2 | $428K | Sell |
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|
2017
Q1 | $430K | Buy |
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|
2016
Q4 | $336K | Sell |
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|
2016
Q3 | $319K | Buy |
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