Welch & Forbes’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $315K | Hold |
|
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|
2020
Q1 | $250K | Hold |
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|
2019
Q4 | $390K | Hold |
|
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|
2019
Q3 | $433K | Hold |
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|
2019
Q2 | $522K | Hold |
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|
2019
Q1 | $497K | Hold |
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|
2018
Q4 | $445K | Sell |
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|
2018
Q3 | $635K | Sell |
|
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|
2018
Q2 | $778K | Sell |
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|
2018
Q1 | $9.35M | Sell |
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|
2017
Q4 | $12.8M | Sell |
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|
2017
Q3 | $13.3M | Buy |
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|
2017
Q2 | $12.1M | Buy |
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|
2017
Q1 | $10.5M | Buy |
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|
2016
Q4 | $2.51M | Buy |
|
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|
2016
Q3 | $534K | Hold |
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|
2016
Q2 | $501K | Hold |
|
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|
2016
Q1 | $586K | Sell |
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|
2015
Q4 | $626K | Hold |
|
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|
2015
Q3 | $633K | Hold |
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|
2015
Q2 | $834K | Hold |
|
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|
2015
Q1 | $872K | Sell |
|
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|
2014
Q4 | $1.04M | Hold |
|
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|
2014
Q3 | $1.02M | Hold |
|
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|
2014
Q2 | $1.08M | Buy |
|
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|
2014
Q1 | $921K | Hold |
|
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|
2013
Q4 | $981K | Sell |
|
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|
2013
Q3 | $864K | Hold |
|
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|
2013
Q2 | $775K | Buy |
|