WestEnd Advisors’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
$162 Hold
2025
Q2
$167 Sell
2025
Q1
$231 Buy
2024
Q4
$122 Hold
2024
Q3
$121 Buy
2024
Q2
$112 Buy
2024
Q1
$28 Buy
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$100 Buy
2021
Q3
Hold
2021
Q2
Hold