Westchester Capital Management (New York)’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $820K | Sell |
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|
2025
Q2 | $902K | Hold |
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|
2025
Q1 | $892K | Sell |
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|
2024
Q4 | $979K | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.26M | Hold |
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|
2024
Q1 | $1.23M | Hold |
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|
2023
Q4 | $1.23M | Hold |
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|
2023
Q3 | $1.17M | Hold |
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|
2023
Q2 | $1.24M | Hold |
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|
2023
Q1 | $1.32M | Hold |
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|
2022
Q4 | $1.24M | Hold |
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|
2022
Q3 | $1.17M | Hold |
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|
2022
Q2 | $1.38M | Hold |
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|
2022
Q1 | $1.5M | Buy |
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