DiNuzzo Private Wealth’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 | $1.38K | Buy |
58
+16
| +38% | +$382 | ﹤0.01% | 752 |
|
|
2025
Q1 | $809 | Sell |
42
-2
| -5% | -$39 | ﹤0.01% | 894 |
|
|
2024
Q4 | $893 | Sell |
44
-11
| -20% | -$223 | ﹤0.01% | 892 |
|
|
2024
Q3 | $1.11K | Sell |
55
-13
| -19% | -$262 | ﹤0.01% | 817 |
|
|
2024
Q2 | $1.52K | Buy |
68
+10
| +17% | +$224 | ﹤0.01% | 616 |
|
|
2024
Q1 | $1.63K | Hold |
58
| – | – | ﹤0.01% | 550 |
|
|
2023
Q4 | $1.73K | Buy |
+58
| New | +$1.73K | ﹤0.01% | 500 |
|