Schwarz Dygos Wheeler Investment Advisors’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 | $267K | Hold |
11,191
| – | – | 0.06% | 144 |
|
|
2025
Q1 | $215K | Hold |
11,191
| – | – | 0.05% | 151 |
|
|
2024
Q4 | $227K | Hold |
11,191
| – | – | 0.06% | 148 |
|
|
2024
Q3 | $225K | Hold |
11,191
| – | – | 0.06% | 144 |
|
|
2024
Q2 | $250K | Hold |
11,191
| – | – | 0.07% | 127 |
|
|
2024
Q1 | $315K | Hold |
11,191
| – | – | 0.09% | 119 |
|
|
2023
Q4 | $333K | Buy |
11,191
+896
| +9% | +$26.7K | 0.1% | 112 |
|
|
2023
Q3 | $253K | Hold |
10,295
| – | – | 0.09% | 119 |
|
|
2023
Q2 | $275K | Hold |
10,295
| – | – | 0.09% | 116 |
|
|
2023
Q1 | $277K | Hold |
10,295
| – | – | 0.1% | 109 |
|
|
2022
Q4 | $272K | Hold |
10,295
| – | – | 0.11% | 103 |
|
|
2022
Q3 | $222K | Hold |
10,295
| – | – | 0.1% | 103 |
|
|
2022
Q2 | $240K | Hold |
10,295
| – | – | 0.1% | 108 |
|
|
2022
Q1 | $287K | Hold |
10,295
| – | – | 0.1% | 111 |
|
|
2021
Q4 | $345K | Hold |
10,295
| – | – | 0.12% | 97 |
|
|
2021
Q3 | $306K | Sell |
10,295
-2,576
| -20% | -$76.6K | 0.11% | 103 |
|
|
2021
Q2 | $412K | Hold |
12,871
| – | – | 0.15% | 85 |
|
|
2021
Q1 | $381K | Hold |
12,871
| – | – | 0.16% | 85 |
|
|
2020
Q4 | $322K | Buy |
+12,871
| New | +$322K | 0.15% | 80 |
|