EP Wealth Advisors’s Franklin Covey FC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
16,071
| – | – | ﹤0.01% | 917 |
|
|
2025
Q1 | $444K | Sell |
16,071
-2,057
| -11% | -$56.8K | ﹤0.01% | 748 |
|
|
2024
Q4 | $681K | Buy |
18,128
+319
| +2% | +$12K | 0.01% | 598 |
|
|
2024
Q3 | $732K | Buy |
17,809
+1,541
| +9% | +$63.4K | 0.01% | 579 |
|
|
2024
Q2 | $618K | Hold |
16,268
| – | – | 0.01% | 488 |
|
|
2024
Q1 | $639K | Buy |
16,268
+197
| +1% | +$7.73K | 0.01% | 462 |
|
|
2023
Q4 | $700K | Buy |
16,071
+9,734
| +154% | +$424K | 0.01% | 431 |
|
|
2023
Q3 | $272K | Sell |
6,337
-149,760
| -96% | -$6.43M | ﹤0.01% | 578 |
|
|
2023
Q2 | $277K | Buy |
156,097
+151,123
| +3,038% | +$268K | ﹤0.01% | 578 |
|
|
2023
Q1 | $268K | Sell |
4,974
-1,363
| -22% | -$73.5K | ﹤0.01% | 511 |
|
|
2022
Q4 | $296K | Buy |
+6,337
| New | +$296K | 0.01% | 470 |
|
|
2022
Q3 | – | Sell |
-6,337
| Closed | -$293K | – | 429 |
|
|
2022
Q2 | $293K | Buy |
+6,337
| New | +$293K | 0.01% | 485 |
|