Herold Advisors’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
Q3 | $202K | Hold |
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|
2025
Q2 | $209K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $444K | Hold |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $651K | Hold |
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|
2023
Q3 | $537K | Hold |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $599K | Hold |
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|
2022
Q4 | $587K | Buy |
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|
2022
Q3 | $435K | Hold |
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|
2022
Q2 | $472K | Hold |
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|
2022
Q1 | $565K | Hold |
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|
2021
Q4 | $678K | Hold |
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|
2021
Q3 | $601K | Buy |
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