Williams Jones Wealth Management’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
Q2 | $430K | Hold |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $366K | Hold |
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|
2024
Q3 | $363K | Hold |
|
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $507K | Hold |
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|
2023
Q4 | $537K | Hold |
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|
2023
Q3 | $443K | Hold |
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|
2023
Q2 | $481K | Hold |
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|
2023
Q1 | $486K | Hold |
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|
2022
Q4 | $476K | Hold |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $445K | Buy |
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