Schaper Benz & Wise Investment Counsel’s Franklin Resources BEN Stock Holding History

Schaper Benz & Wise Investment Counsel’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.97M	Sell	210,415 -985	-0.5%	-$25.3K	0.38%	73
2025 Q4	$5.05M	Buy	211,400 +3,450	+2%	+$79.2K	0.37%	69
2025 Q3	$4.81M	Sell	207,950 -9,192	-4%	-$227K	0.36%	70
2025 Q2	$5.18M	Buy	217,142 +3,570	+2%	+$73.6K	0.4%	70
2025 Q1	$4.11M	Buy	213,572 +400	+0.2%	+$8.02K	0.33%	74
2024 Q4	$4.33M	Sell	213,172 -855	-0.4%	-$18K	0.35%	74
2024 Q3	$4.31M	Sell	214,027 -150,908	-41%	-$3.25M	0.34%	72
2024 Q2	$8.16M	Buy	364,935 +2,399	+0.7%	+$57.8K	0.71%	52
2024 Q1	$10.2M	Sell	362,536 -4,170	-1%	-$115K	0.85%	48
2023 Q4	$10.9M	Buy	366,706 +371	+0.1%	+$9.23K	0.99%	39
2023 Q3	$9M	Sell	366,335 -805	-0.2%	-$21.8K	0.89%	45
2023 Q2	$9.81M	Sell	367,140 -534	-0.1%	-$13.8K	0.94%	43
2023 Q1	$9.91M	Sell	367,674 -2,400	-0.6%	-$70.1K	1%	43
2022 Q4	$9.76M	Sell	370,074 -14,410	-4%	-$358K	1.04%	45
2022 Q3	$8.27M	Buy	384,484 +310	+0.1%	+$7.97K	0.96%	45
2022 Q2	$8.96M	Buy	384,174 +9,230	+2%	+$236K	0.92%	46
2022 Q1	$10.5M	Buy	374,944 +17,280	+5%	+$528K	0.9%	45
2021 Q4	$12M	Sell	357,664 -1,866	-0.5%	-$61.4K	0.96%	44
2021 Q3	$10.7M	Buy	359,530 +13,245	+4%	+$413K	0.96%	44
2021 Q2	$11.1M	Buy	346,285 +3,365	+1%	+$109K	1%	43
2021 Q1	$10.2M	Buy	342,920 +18,450	+6%	+$504K	0.99%	42
2020 Q4	$8.11M	Sell	324,470 -27,082	-8%	-$605K	0.84%	48
2020 Q3	$7.15M	Buy	351,552 +20,595	+6%	+$433K	0.83%	48
2020 Q2	$6.94M	Buy	330,957 +6,425	+2%	+$121K	0.86%	48
2020 Q1	$5.42M	Buy	324,532 +14,787	+5%	+$339K	0.79%	51
2019 Q4	$8.05M	Buy	309,745 +21,893	+8%	+$595K	0.94%	44
2019 Q3	$8.31M	Buy	287,852 +27,720	+11%	+$847K	1.04%	43
2019 Q2	$9.05M	Sell	260,132 -3,795	-1%	-$129K	1.14%	42
2019 Q1	$8.75M	Buy	263,927 +1,060	+0.4%	+$33.5K	1.14%	40
2018 Q4	$7.8M	Sell	262,867 -6,765	-3%	-$208K	1.17%	39
2018 Q3	$8.2M	Buy	269,632 +4,660	+2%	+$150K	1.1%	39
2018 Q2	$8.49M	Buy	264,972 +6,838	+3%	+$229K	1.22%	34
2018 Q1	$8.95M	Buy	258,134 +21,727	+9%	+$883K	1.33%	31
2017 Q4	$10.2M	Buy	236,407 +455	+0.2%	+$19.7K	1.49%	29
2017 Q3	$10.5M	Buy	235,952 +4,360	+2%	+$191K	1.63%	28
2017 Q2	$10.4M	Buy	231,592 +370	+0.2%	+$15.8K	1.67%	24
2017 Q1	$9.74M	Sell	231,222 -175	-0.1%	-$7.26K	1.66%	25
2016 Q4	$9.16M	Sell	231,397 -2,861	-1%	-$107K	1.63%	25
2016 Q3	$8.33M	Sell	234,258 -3,700	-2%	-$131K	1.46%	29
2016 Q2	$7.94M	Buy	237,958 +4,140	+2%	+$150K	1.43%	31
2016 Q1	$9.13M	Buy	233,818 +2,145	+0.9%	+$75.9K	1.71%	24
2015 Q4	$8.53M	Buy	231,673 +13,210	+6%	+$517K	1.68%	25
2015 Q3	$8.14M	Buy	218,463 +8,640	+4%	+$374K	1.65%	25
2015 Q2	$10.3M	Buy	209,823 +1,825	+0.9%	+$93.6K	2.02%	21
2015 Q1	$10.7M	Buy	207,998 +170	+0.1%	+$9.02K	2.1%	20
2014 Q4	$11.5M	Buy	207,828 +779	+0.4%	+$43K	2.3%	15
2014 Q3	$11.3M	Sell	207,049 -1,311	-0.6%	-$73.4K	2.37%	16
2014 Q2	$12.1M	Sell	208,360 -1,560	-0.7%	-$85.3K	2.48%	12
2014 Q1	$11.4M	Buy	209,920 +4,675	+2%	+$252K	2.47%	11
2013 Q4	$11.8M	Sell	205,245 -3,300	-2%	-$178K	2.64%	11
2013 Q3	$10.5M	Buy	208,545 +2,250	+1%	+$109K	2.44%	11
2013 Q2	$9.35M	Buy	+206,295	New	+$10.5M	2.31%	15