GIA
GHP Investment Advisors’s Franklin Resources BEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-215
| Closed | -$4.36K | – | 966 |
|
|
2024
Q4 | $4.36K | Hold |
215
| – | – | ﹤0.01% | 815 |
|
|
2024
Q3 | $4.33K | Hold |
215
| – | – | ﹤0.01% | 816 |
|
|
2024
Q2 | $4.81K | Hold |
215
| – | – | ﹤0.01% | 779 |
|
|
2024
Q1 | $6.05K | Hold |
215
| – | – | ﹤0.01% | 700 |
|
|
2023
Q4 | $6.41K | Sell |
215
-1,088
| -83% | -$32.4K | ﹤0.01% | 689 |
|
|
2023
Q3 | $29.5K | Hold |
1,303
| – | – | ﹤0.01% | 553 |
|
|
2023
Q2 | $36.4K | Hold |
1,303
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $35.1K | Hold |
1,303
| – | – | ﹤0.01% | 530 |
|
|
2022
Q4 | $34.4K | Hold |
1,303
| – | – | ﹤0.01% | 533 |
|
|
2022
Q3 | $28K | Hold |
1,303
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $30K | Hold |
1,303
| – | – | ﹤0.01% | 530 |
|
|
2022
Q1 | $36K | Buy |
+1,303
| New | +$36K | ﹤0.01% | 544 |
|
|
2020
Q4 | – | Sell |
-19,718
| Closed | -$401K | – | 282 |
|
|
2020
Q3 | $401K | Buy |
19,718
+650
| +3% | +$13.2K | 0.05% | 231 |
|
|
2020
Q2 | $400K | Sell |
19,068
-8,685
| -31% | -$182K | 0.05% | 232 |
|
|
2020
Q1 | $463K | Buy |
27,753
+1,394
| +5% | +$23.3K | 0.07% | 223 |
|
|
2019
Q4 | $685K | Buy |
26,359
+1,824
| +7% | +$47.4K | 0.07% | 214 |
|
|
2019
Q3 | $708K | Buy |
24,535
+2,062
| +9% | +$59.5K | 0.09% | 208 |
|
|
2019
Q2 | $782K | Buy |
22,473
+740
| +3% | +$25.8K | 0.1% | 209 |
|
|
2019
Q1 | $720K | Buy |
21,733
+183
| +0.8% | +$6.06K | 0.09% | 203 |
|
|
2018
Q4 | $639K | Sell |
21,550
-19,449
| -47% | -$577K | 0.1% | 201 |
|
|
2018
Q3 | $1.25M | Sell |
40,999
-6,015
| -13% | -$183K | 0.17% | 159 |
|
|
2018
Q2 | $1.51M | Sell |
47,014
-2,661
| -5% | -$85.3K | 0.21% | 138 |
|
|
2018
Q1 | $1.72M | Buy |
49,675
+2,033
| +4% | +$70.5K | 0.24% | 127 |
|
|
2017
Q4 | $2.06M | Buy |
47,642
+761
| +2% | +$33K | 0.29% | 107 |
|
|
2017
Q3 | $2.09M | Sell |
46,881
-1,131
| -2% | -$50.3K | 0.32% | 99 |
|
|
2017
Q2 | $2.15M | Buy |
48,012
+4,957
| +12% | +$222K | 0.34% | 91 |
|
|
2017
Q1 | $1.81M | Buy |
43,055
+1,782
| +4% | +$75.1K | 0.31% | 100 |
|
|
2016
Q4 | $1.63M | Buy |
41,273
+5,623
| +16% | +$223K | 0.31% | 102 |
|
|
2016
Q3 | $1.27M | Buy |
35,650
+2,021
| +6% | +$71.9K | 0.26% | 118 |
|
|
2016
Q2 | $1.12M | Buy |
33,629
+6,442
| +24% | +$215K | 0.24% | 120 |
|
|
2016
Q1 | $1.06M | Buy |
27,187
+2,087
| +8% | +$81.5K | 0.24% | 115 |
|
|
2015
Q4 | $924K | Sell |
25,100
-4,359
| -15% | -$160K | 0.22% | 128 |
|
|
2015
Q3 | $1.1M | Buy |
29,459
+1,770
| +6% | +$66K | 0.28% | 103 |
|
|
2015
Q2 | $1.29M | Buy |
27,689
+2,417
| +10% | +$112K | 0.32% | 90 |
|
|
2015
Q1 | $1.3M | Buy |
25,272
+1,680
| +7% | +$86.2K | 0.34% | 76 |
|
|
2014
Q4 | $1.31M | Buy |
23,592
+1,685
| +8% | +$93.3K | 0.36% | 73 |
|
|
2014
Q3 | $1.2M | Buy |
21,907
+1,263
| +6% | +$69K | 0.35% | 73 |
|
|
2014
Q2 | $1.19M | Buy |
20,644
+722
| +4% | +$41.8K | 0.35% | 70 |
|
|
2014
Q1 | $1.08M | Buy |
19,922
+872
| +5% | +$47.2K | 0.34% | 74 |
|
|
2013
Q4 | $1.1M | Buy |
19,050
+212
| +1% | +$12.2K | 0.36% | 61 |
|
|
2013
Q3 | $952K | Buy |
18,838
+13,132
| +230% | +$664K | 0.35% | 63 |
|
|
2013
Q2 | $776K | Buy |
+5,706
| New | +$776K | 0.31% | 75 |
|