IMS Capital Management’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 | $241K | Buy |
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|
2025
Q2 | $229K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $323K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $22K | Sell |
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|
2018
Q2 | $161K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $548K | Buy |
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|
2015
Q1 | $209K | Buy |
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|
2014
Q4 | $213K | Buy |
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|
2014
Q3 | $204K | Hold |
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|
2014
Q2 | $216K | Hold |
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|
2014
Q1 | $203K | Buy |
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