Williams Jones Wealth Management’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 | $430K | Hold |
18,025
| – | – | 0.01% | 371 |
|
|
2025
Q1 | $347K | Hold |
18,025
| – | – | ﹤0.01% | 383 |
|
|
2024
Q4 | $366K | Hold |
18,025
| – | – | ﹤0.01% | 391 |
|
|
2024
Q3 | $363K | Hold |
18,025
| – | – | ﹤0.01% | 404 |
|
|
2024
Q2 | $403K | Hold |
18,025
| – | – | 0.01% | 369 |
|
|
2024
Q1 | $507K | Hold |
18,025
| – | – | 0.01% | 352 |
|
|
2023
Q4 | $537K | Hold |
18,025
| – | – | 0.01% | 338 |
|
|
2023
Q3 | $443K | Hold |
18,025
| – | – | 0.01% | 355 |
|
|
2023
Q2 | $481K | Hold |
18,025
| – | – | 0.01% | 350 |
|
|
2023
Q1 | $486K | Hold |
18,025
| – | – | 0.01% | 374 |
|
|
2022
Q4 | $476K | Hold |
18,025
| – | – | 0.01% | 366 |
|
|
2022
Q3 | $388K | Sell |
18,025
-1,048
| -5% | -$22.6K | 0.01% | 402 |
|
|
2022
Q2 | $445K | Buy |
+19,073
| New | +$445K | 0.01% | 378 |
|