WestEnd 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 | $167 | Sell |
7
-5
| -42% | -$119 | ﹤0.01% | 358 |
|
|
2025
Q1 | $231 | Buy |
12
+6
| +100% | +$116 | ﹤0.01% | 341 |
|
|
2024
Q4 | $122 | Hold |
6
| – | – | ﹤0.01% | 302 |
|
|
2024
Q3 | $121 | Buy |
6
+1
| +20% | +$20 | ﹤0.01% | 347 |
|
|
2024
Q2 | $112 | Buy |
5
+4
| +400% | +$90 | ﹤0.01% | 316 |
|
|
2024
Q1 | $28 | Buy |
+1
| New | +$28 | ﹤0.01% | 353 |
|
|
2022
Q2 | – | Hold |
0
| – | -$83K | – | 316 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$100 | – | 306 |
|
|
2021
Q4 | $100 | Buy |
+3
| New | +$100 | ﹤0.01% | 347 |
|
|
2021
Q3 | – | Hold |
0
| – | -$95K | – | 339 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 333 |
|