West Oak Capital’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
Q3 | $170 | Hold |
|
|||||
|
2025
Q2 | $175 | Sell |
|
|||||
|
2025
Q1 | $939 | Hold |
|
|||||
|
2024
Q4 | $990K | Sell |
|
|||||
|
2024
Q3 | $1.47K | Sell |
|
|||||
|
2024
Q2 | $1.07M | Sell |
|
|||||
|
2024
Q1 | $1.39M | Buy |
|
|||||
|
2023
Q4 | $1.38M | Sell |
|
|||||
|
2023
Q3 | $1.4M | Buy |
|
|||||
|
2023
Q2 | $1.51M | Sell |
|
|||||
|
2023
Q1 | $1.59M | Buy |
|
|||||
|
2022
Q4 | $1.43M | Sell |
|
|||||
|
2022
Q3 | $1.37M | Buy |
|
|||||
|
2022
Q2 | $773K | Buy |
|
|||||
|
2022
Q1 | $591K | Buy |
|
|||||
|
2021
Q4 | $116K | Buy |
|
|||||
|
2021
Q3 | $88K | Buy |
|
|||||
|
2021
Q2 | $58K | Buy |
|
|||||
|
2021
Q1 | $15K | Buy |
|