WhitTier Trust Company’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 | $186K | Hold |
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|
2025
Q2 | $186K | Hold |
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|
2025
Q1 | $150K | Sell |
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|
2024
Q4 | $168K | Hold |
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|
2024
Q3 | $167K | Hold |
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|
2024
Q2 | $185K | Buy |
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|
2024
Q1 | $205K | Hold |
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|
2023
Q4 | $217K | Hold |
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|
2023
Q3 | $179K | Hold |
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|
2023
Q2 | $195K | Hold |
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|
2023
Q1 | $197K | Sell |
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|
2022
Q4 | $351K | Hold |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $371K | Sell |
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|
2021
Q4 | $476K | Buy |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $425K | Sell |
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|
2021
Q1 | $397K | Hold |
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|
2020
Q4 | $335K | Hold |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $281K | Hold |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $395K | Sell |
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|
2019
Q3 | $612K | Sell |
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|
2019
Q2 | $842K | Hold |
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|
2019
Q1 | $802K | Hold |
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|
2018
Q4 | $718K | Hold |
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|
2018
Q3 | $735K | Hold |
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|
2018
Q2 | $775K | Sell |
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|
2018
Q1 | $878K | Hold |
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|
2017
Q4 | $1.1M | Hold |
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|
2017
Q3 | $1.13M | Sell |
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|
2017
Q2 | $1.27M | Hold |
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|
2017
Q1 | $1.2M | Hold |
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|
2016
Q4 | $1.12M | Buy |
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|
2016
Q3 | $796K | Hold |
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|
2016
Q2 | $746K | Hold |
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|
2016
Q1 | $873K | Sell |
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|
2015
Q4 | $831K | Hold |
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|
2015
Q3 | $840K | Hold |
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|
2015
Q2 | $1.11M | Hold |
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|
2015
Q1 | $1.16M | Hold |
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|
2014
Q4 | $1.25M | Hold |
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|
2014
Q3 | $1.23M | Sell |
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|
2014
Q2 | $1.36M | Sell |
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|
2014
Q1 | $1.3M | Hold |
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|
2013
Q4 | $1.39M | Sell |
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|
2013
Q3 | $1.23M | Sell |
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|
2013
Q2 | $1.16M | Buy |
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