Defined Wealth Management’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $271K | Sell |
|
|||||
|
2024
Q4 | $369K | Sell |
|
|||||
|
2024
Q3 | $403K | Hold |
|
|||||
|
2024
Q2 | $373K | Buy |
|
|||||
|
2024
Q1 | $385K | Sell |
|
|||||
|
2023
Q4 | $427K | Buy |
|
|||||
|
2023
Q3 | $421K | Hold |
|
|||||
|
2023
Q2 | $428K | Hold |
|
|||||
|
2023
Q1 | $377K | Hold |
|
|||||
|
2022
Q4 | $459K | Sell |
|
|||||
|
2022
Q3 | $478K | Hold |
|
|||||
|
2022
Q2 | $487K | Hold |
|
|||||
|
2022
Q1 | $477K | Hold |
|
|||||
|
2021
Q4 | $489K | Hold |
|
|||||
|
2021
Q3 | $430K | Sell |
|
|||||
|
2021
Q2 | $535K | Hold |
|
|||||
|
2021
Q1 | $468K | Buy |
|
|||||
|
2020
Q4 | $300K | Buy |
|