Private Wealth Management Group’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 | $167 | Buy |
7
+6
| +600% | +$143 | ﹤0.01% | 1457 |
|
|
2025
Q1 | $20 | Sell |
1
-92
| -99% | -$1.84K | ﹤0.01% | 1478 |
|
|
2024
Q4 | $1.89K | Buy |
+93
| New | +$1.89K | ﹤0.01% | 1106 |
|
|
2024
Q3 | – | Sell |
-113
| Closed | -$2.53K | – | 1505 |
|
|
2024
Q2 | $2.53K | Buy |
113
+42
| +59% | +$939 | ﹤0.01% | 968 |
|
|
2024
Q1 | $2K | Hold |
71
| – | – | ﹤0.01% | 969 |
|
|
2023
Q4 | $2.12K | Buy |
+71
| New | +$2.12K | ﹤0.01% | 955 |
|