Revisor Wealth 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 | $404K | Buy |
16,179
+157
| +1% | +$3.92K | 0.15% | 164 |
|
|
2025
Q1 | $313K | Buy |
+16,022
| New | +$313K | 0.14% | 164 |
|
|
2024
Q4 | – | Sell |
-14,426
| Closed | -$291K | – | 129 |
|
|
2024
Q3 | $291K | Buy |
14,426
+1,751
| +14% | +$35.3K | 0.18% | 131 |
|
|
2024
Q2 | $283K | Sell |
12,675
-7,761
| -38% | -$173K | 0.2% | 121 |
|
|
2024
Q1 | $592K | Buy |
20,436
+11,765
| +136% | +$341K | 0.27% | 98 |
|
|
2023
Q4 | $258K | Sell |
8,671
-2,451
| -22% | -$73K | 0.3% | 94 |
|
|
2023
Q3 | $273K | Buy |
11,122
+1,420
| +15% | +$34.9K | 0.23% | 119 |
|
|
2023
Q2 | $259K | Buy |
9,702
+435
| +5% | +$11.6K | 0.23% | 132 |
|
|
2023
Q1 | $250K | Buy |
+9,267
| New | +$250K | 0.23% | 135 |
|