Farmers & Merchants Investments Inc’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 | $5.13K | Buy |
215
+24
| +13% | +$572 | ﹤0.01% | 935 |
|
|
2025
Q1 | $3.68K | Hold |
191
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q4 | $3.88K | Hold |
191
| – | – | ﹤0.01% | 863 |
|
|
2024
Q3 | $3.85K | Hold |
191
| – | – | ﹤0.01% | 879 |
|
|
2024
Q2 | $4.27K | Hold |
191
| – | – | ﹤0.01% | 825 |
|
|
2024
Q1 | $5.37K | Hold |
191
| – | – | ﹤0.01% | 741 |
|
|
2023
Q4 | $5.69K | Hold |
191
| – | – | ﹤0.01% | 732 |
|
|
2023
Q3 | $4.7K | Hold |
191
| – | – | ﹤0.01% | 745 |
|
|
2023
Q2 | $5.1K | Sell |
191
-31
| -14% | -$828 | ﹤0.01% | 751 |
|
|
2023
Q1 | $5.98K | Buy |
222
+31
| +16% | +$835 | ﹤0.01% | 706 |
|
|
2022
Q4 | $5.04K | Hold |
191
| – | – | ﹤0.01% | 762 |
|
|
2022
Q3 | $4K | Buy |
191
+35
| +22% | +$733 | ﹤0.01% | 772 |
|
|
2022
Q2 | $4K | Hold |
156
| – | – | ﹤0.01% | 874 |
|
|
2022
Q1 | $4K | Hold |
156
| – | – | ﹤0.01% | 893 |
|
|
2021
Q4 | $5K | Hold |
156
| – | – | ﹤0.01% | 886 |
|
|
2021
Q3 | $5K | Sell |
156
-72
| -32% | -$2.31K | ﹤0.01% | 843 |
|
|
2021
Q2 | $7K | Buy |
228
+72
| +46% | +$2.21K | ﹤0.01% | 722 |
|
|
2021
Q1 | $5K | Hold |
156
| – | – | ﹤0.01% | 755 |
|
|
2020
Q4 | $4K | Hold |
156
| – | – | ﹤0.01% | 778 |
|
|
2020
Q3 | $3K | Hold |
156
| – | – | ﹤0.01% | 772 |
|
|
2020
Q2 | $3K | Buy |
156
+25
| +19% | +$481 | ﹤0.01% | 773 |
|
|
2020
Q1 | $2K | Hold |
131
| – | – | ﹤0.01% | 777 |
|
|
2019
Q4 | $3K | Hold |
131
| – | – | ﹤0.01% | 799 |
|
|
2019
Q3 | $4K | Hold |
131
| – | – | ﹤0.01% | 763 |
|
|
2019
Q2 | $5K | Buy |
131
+11
| +9% | +$420 | ﹤0.01% | 720 |
|
|
2019
Q1 | $4K | Sell |
120
-6
| -5% | -$200 | ﹤0.01% | 751 |
|
|
2018
Q4 | $4K | Hold |
126
| – | – | ﹤0.01% | 678 |
|
|
2018
Q3 | $4K | Buy |
126
+8
| +7% | +$254 | ﹤0.01% | 741 |
|
|
2018
Q2 | $4K | Hold |
118
| – | – | ﹤0.01% | 738 |
|
|
2018
Q1 | $4K | Sell |
118
-450
| -79% | -$15.3K | ﹤0.01% | 722 |
|
|
2017
Q4 | $25K | Sell |
568
-34
| -6% | -$1.5K | ﹤0.01% | 398 |
|
|
2017
Q3 | $27K | Buy |
602
+47
| +8% | +$2.11K | ﹤0.01% | 381 |
|
|
2017
Q2 | $25K | Buy |
555
+60
| +12% | +$2.7K | ﹤0.01% | 407 |
|
|
2017
Q1 | $21K | Hold |
495
| – | – | ﹤0.01% | 396 |
|
|
2016
Q4 | $20K | Sell |
495
-1,000
| -67% | -$40.4K | ﹤0.01% | 428 |
|
|
2016
Q3 | $53K | Hold |
1,495
| – | – | 0.01% | 285 |
|
|
2016
Q2 | $50K | Sell |
1,495
-1,800
| -55% | -$60.2K | 0.01% | 270 |
|
|
2016
Q1 | $129K | Sell |
3,295
-12,000
| -78% | -$470K | 0.02% | 221 |
|
|
2015
Q4 | $563K | Sell |
15,295
-6,000
| -28% | -$221K | 0.07% | 164 |
|
|
2015
Q3 | $793K | Hold |
21,295
| – | – | 0.11% | 146 |
|
|
2015
Q2 | $1.04M | Hold |
21,295
| – | – | 0.13% | 144 |
|
|
2015
Q1 | $1.09M | Hold |
21,295
| – | – | 0.14% | 141 |
|
|
2014
Q4 | $1.18M | Sell |
21,295
-450
| -2% | -$24.9K | 0.15% | 141 |
|
|
2014
Q3 | $1.19M | Sell |
21,745
-1,750
| -7% | -$95.5K | 0.16% | 139 |
|
|
2014
Q2 | $1.36M | Hold |
23,495
| – | – | 0.18% | 135 |
|
|
2014
Q1 | $1.27M | Sell |
23,495
-90
| -0.4% | -$4.88K | 0.18% | 134 |
|
|
2013
Q4 | $1.36M | Buy |
23,585
+7,800
| +49% | +$450K | 0.2% | 130 |
|
|
2013
Q3 | $798K | Sell |
15,785
-172
| -1% | -$8.7K | 0.13% | 140 |
|
|
2013
Q2 | $723K | Buy |
+15,957
| New | +$723K | 0.11% | 146 |
|