Franklin Value Balance Sheet Invt Cl A mutual fund shares owned by Westside Investment Management
Quarter-by-quarter ownership of Franklin Value Balance Sheet Invt Cl A mutual fund (FRBSX) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in Franklin Value Balance Sheet Invt Cl A mutual fund
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Quarterly reported holdings in Franklin Value Balance Sheet Invt Cl A mutual fund by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10k | 275 | 36.95 |
| 2025-06-30 | $10k | 275 | 36.64 |
| 2025-03-31 | $9.6k | 275 | 34.78 |
| 2024-12-31 | $9.6k | 275 | 34.74 |
| 2024-06-30 | $8.9k | 257 | 34.48 |
| 2024-03-31 | $9.3k | 257 | 36.14 |
| 2023-12-31 | $8.8k | 257 | 34.06 |
| 2023-09-30 | $4.0k | 127 | 31.57 |
| 2023-06-30 | $8.3k | 251 | 32.89 |
| 2023-03-31 | $8.0k | 251 | 31.72 |
| 2022-12-31 | $8.0M | 251 | 32023.90 |
| 2022-09-30 | $7.0M | 240 | 29116.67 |
| 2022-03-31 | $8.7M | 240 | 36091.67 |
| 2021-12-31 | $8.2M | 210 | 39161.90 |
| 2021-09-30 | $8.2M | 210 | 39161.90 |
| 2021-06-30 | $8.2M | 210 | 39161.90 |
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