Manchester Capital Management’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 | $37.5K | Sell |
1,574
-94
| -6% | -$2.24K | ﹤0.01% | 618 |
|
|
2025
Q1 | $32.1K | Buy |
1,668
+555
| +50% | +$10.7K | ﹤0.01% | 628 |
|
|
2024
Q4 | $22.6K | Buy |
1,113
+721
| +184% | +$14.6K | ﹤0.01% | 687 |
|
|
2024
Q3 | $7.9K | Sell |
392
-454
| -54% | -$9.15K | ﹤0.01% | 834 |
|
|
2024
Q2 | $18.9K | Buy |
846
+710
| +522% | +$15.9K | ﹤0.01% | 664 |
|
|
2024
Q1 | $3.82K | Buy |
136
+45
| +49% | +$1.27K | ﹤0.01% | 765 |
|
|
2023
Q4 | $2.71K | Sell |
91
-19
| -17% | -$566 | ﹤0.01% | 780 |
|
|
2023
Q3 | $2.7K | Buy |
110
+5
| +5% | +$123 | ﹤0.01% | 727 |
|
|
2023
Q2 | $2.81K | Sell |
105
-27
| -20% | -$721 | ﹤0.01% | 691 |
|
|
2023
Q1 | $3.56K | Hold |
132
| – | – | ﹤0.01% | 679 |
|
|
2022
Q4 | $3.48K | Sell |
132
-100
| -43% | -$2.64K | ﹤0.01% | 591 |
|
|
2022
Q3 | $5K | Sell |
232
-3
| -1% | -$65 | ﹤0.01% | 507 |
|
|
2022
Q2 | $5K | Sell |
235
-823
| -78% | -$17.5K | ﹤0.01% | 554 |
|
|
2022
Q1 | $30K | Buy |
1,058
+67
| +7% | +$1.9K | ﹤0.01% | 430 |
|
|
2021
Q4 | $33K | Hold |
991
| – | – | ﹤0.01% | 426 |
|
|
2021
Q3 | $29K | Hold |
991
| – | – | ﹤0.01% | 475 |
|
|
2021
Q2 | $32K | Sell |
991
-5
| -0.5% | -$161 | ﹤0.01% | 415 |
|
|
2021
Q1 | $29K | Sell |
996
-73
| -7% | -$2.13K | ﹤0.01% | 416 |
|
|
2020
Q4 | $27K | Buy |
1,069
+157
| +17% | +$3.97K | ﹤0.01% | 406 |
|
|
2020
Q3 | $19K | Buy |
912
+12
| +1% | +$250 | ﹤0.01% | 387 |
|
|
2020
Q2 | $19K | Hold |
900
| – | – | ﹤0.01% | 424 |
|
|
2020
Q1 | $15K | Hold |
900
| – | – | ﹤0.01% | 438 |
|
|
2019
Q4 | $24K | Buy |
+900
| New | +$24K | ﹤0.01% | 421 |
|
|
2016
Q1 | – | Sell |
-1,020
| Closed | -$38K | – | 600 |
|
|
2015
Q4 | $38K | Hold |
1,020
| – | – | 0.01% | 493 |
|
|
2015
Q3 | $38K | Hold |
1,020
| – | – | 0.01% | 468 |
|
|
2015
Q2 | $50K | Hold |
1,020
| – | – | 0.01% | 389 |
|
|
2015
Q1 | $52K | Sell |
1,020
-75
| -7% | -$3.82K | 0.01% | 365 |
|
|
2014
Q4 | $61K | Sell |
1,095
-163
| -13% | -$9.08K | 0.01% | 673 |
|
|
2014
Q3 | $69K | Buy |
1,258
+163
| +15% | +$8.94K | 0.01% | 657 |
|
|
2014
Q2 | $63K | Hold |
1,095
| – | – | 0.01% | 666 |
|
|
2014
Q1 | $59K | Buy |
1,095
+1,020
| +1,360% | +$55K | 0.01% | 624 |
|
|
2013
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 858 |
|
|
2013
Q3 | $4K | Sell |
75
-357
| -83% | -$19K | ﹤0.01% | 912 |
|
|
2013
Q2 | $20K | Buy |
+432
| New | +$20K | ﹤0.01% | 740 |
|