Wealth Enhancement Advisory Services’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 | $683K | Sell |
27,469
-3,283
| -11% | -$81.7K | ﹤0.01% | 1968 |
|
|
2025
Q1 | $592K | Sell |
30,752
-18,202
| -37% | -$350K | ﹤0.01% | 1922 |
|
|
2024
Q4 | $993K | Buy |
48,954
+15,758
| +47% | +$320K | ﹤0.01% | 1540 |
|
|
2024
Q3 | $669K | Sell |
33,196
-5,020
| -13% | -$101K | ﹤0.01% | 1617 |
|
|
2024
Q2 | $854K | Buy |
38,216
+8,406
| +28% | +$188K | ﹤0.01% | 1353 |
|
|
2024
Q1 | $838K | Sell |
29,810
-4,553
| -13% | -$128K | ﹤0.01% | 1321 |
|
|
2023
Q4 | $1.02M | Buy |
34,363
+8,869
| +35% | +$264K | ﹤0.01% | 1168 |
|
|
2023
Q3 | $627K | Buy |
+25,494
| New | +$627K | ﹤0.01% | 1301 |
|