Cornerstone 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 | $450K | Buy |
18,854
+1,652
| +10% | +$39.4K | 0.03% | 410 |
|
|
2025
Q1 | $331K | Buy |
17,202
+1,802
| +12% | +$34.7K | 0.02% | 454 |
|
|
2024
Q4 | $312K | Buy |
15,400
+3,750
| +32% | +$76.1K | 0.02% | 458 |
|
|
2024
Q3 | $235K | Buy |
11,650
+2,038
| +21% | +$41.1K | 0.02% | 509 |
|
|
2024
Q2 | $215K | Sell |
9,612
-400
| -4% | -$8.94K | 0.02% | 511 |
|
|
2024
Q1 | $281K | Hold |
10,012
| – | – | 0.02% | 437 |
|
|
2023
Q4 | $298K | Sell |
10,012
-745
| -7% | -$22.2K | 0.03% | 410 |
|
|
2023
Q3 | $264K | Buy |
10,757
+245
| +2% | +$6.02K | 0.03% | 443 |
|
|
2023
Q2 | $281K | Sell |
10,512
-1,300
| -11% | -$34.7K | 0.03% | 414 |
|
|
2023
Q1 | $318K | Buy |
+11,812
| New | +$318K | 0.03% | 366 |
|
|
2018
Q4 | – | Sell |
-453,046
| Closed | -$10.1M | – | 411 |
|
|
2018
Q3 | $10.1M | Buy |
+453,046
| New | +$10.1M | 0.13% | 179 |
|
|
2018
Q1 | – | Sell |
-10,115
| Closed | -$444K | – | 384 |
|
|
2017
Q4 | $444K | Sell |
10,115
-18
| -0.2% | -$790 | 0.08% | 237 |
|
|
2017
Q3 | $452K | Buy |
10,133
+733
| +8% | +$32.7K | 0.09% | 217 |
|
|
2017
Q2 | $428K | Sell |
9,400
-980
| -9% | -$44.6K | 0.1% | 212 |
|
|
2017
Q1 | $430K | Buy |
10,380
+2,064
| +25% | +$85.5K | 0.11% | 193 |
|
|
2016
Q4 | $336K | Sell |
8,316
-593
| -7% | -$24K | 0.11% | 182 |
|
|
2016
Q3 | $319K | Buy |
+8,909
| New | +$319K | 0.12% | 171 |
|