EP Wealth Advisors’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 | $367K | Hold |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $681K | Buy |
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|
2024
Q3 | $732K | Buy |
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|
2024
Q2 | $618K | Hold |
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|
2024
Q1 | $639K | Buy |
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|
2023
Q4 | $700K | Buy |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $293K | Buy |
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