Prentice Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $227K | Hold |
|
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $243K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $315K | Hold |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $335K | Hold |
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|
2021
Q2 | $361K | Hold |
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|
2021
Q1 | $334K | Buy |
|