West Financial 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	$1.27K	Buy	53 +1	+2%	+$24	﹤0.01%	187
2025 Q1	$1.01K	Buy	52 +1	+2%	+$19	﹤0.01%	188
2024 Q4	$1.04K	Hold	51	–	–	﹤0.01%	185
2024 Q3	$1.02K	Buy	51 +1	+2%	+$20	﹤0.01%	174
2024 Q2	$1.12K	Buy	+50	New	+$1.12K	﹤0.01%	145