Measured Wealth Private Client Group’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 | $55.9K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $240K | Hold |
|
|||||
|
2022
Q4 | $235K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $332K | Sell |
|
|||||
|
2022
Q1 | $529K | Sell |
|
|||||
|
2021
Q4 | $819K | Sell |
|
|||||
|
2021
Q3 | $844K | Sell |
|
|||||
|
2021
Q2 | $1.92M | Sell |
|
|||||
|
2021
Q1 | $1.98M | Sell |
|
|||||
|
2020
Q4 | $1.69M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $57K | Buy |
|