Schwarz Dygos Wheeler Investment Advisors’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 | $267K | Hold |
|
|||||
|
2025
Q1 | $215K | Hold |
|
|||||
|
2024
Q4 | $227K | Hold |
|
|||||
|
2024
Q3 | $225K | Hold |
|
|||||
|
2024
Q2 | $250K | Hold |
|
|||||
|
2024
Q1 | $315K | Hold |
|
|||||
|
2023
Q4 | $333K | Buy |
|
|||||
|
2023
Q3 | $253K | Hold |
|
|||||
|
2023
Q2 | $275K | Hold |
|
|||||
|
2023
Q1 | $277K | Hold |
|
|||||
|
2022
Q4 | $272K | Hold |
|
|||||
|
2022
Q3 | $222K | Hold |
|
|||||
|
2022
Q2 | $240K | Hold |
|
|||||
|
2022
Q1 | $287K | Hold |
|
|||||
|
2021
Q4 | $345K | Hold |
|
|||||
|
2021
Q3 | $306K | Sell |
|
|||||
|
2021
Q2 | $412K | Hold |
|
|||||
|
2021
Q1 | $381K | Hold |
|
|||||
|
2020
Q4 | $322K | Buy |
|