Fidelity Investments’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $180K | Buy |
11,384
+4,440
| +64% | +$73.1K | ﹤0.01% | 3537 |
|
|
2025
Q4 | $117K | Sell |
6,944
-768
| -10% | -$12.9K | ﹤0.01% | 3684 |
|
|
2025
Q3 | $150K | Buy |
7,712
+5,725
| +288% | +$113K | ﹤0.01% | 3492 |
|
|
2025
Q2 | $45.3K | Buy |
1,987
+1,432
| +258% | +$31.7K | ﹤0.01% | 3953 |
|
|
2025
Q1 | $15.3K | Buy |
555
+162
| +41% | +$5.36K | ﹤0.01% | 4330 |
|
|
2024
Q4 | $14.8K | Sell |
393
-108
| -22% | -$4.15K | ﹤0.01% | 4316 |
|
|
2024
Q3 | $20.6K | Buy |
501
+212
| +73% | +$8.49K | ﹤0.01% | 4158 |
|
|
2024
Q2 | $11K | Sell |
289
-178
| -38% | -$6.69K | ﹤0.01% | 4298 |
|
|
2024
Q1 | $18.3K | Sell |
467
-60
| -11% | -$2.39K | ﹤0.01% | 4053 |
|
|
2023
Q4 | $22.9K | Buy |
527
+10
| +2% | +$396 | ﹤0.01% | 3874 |
|
|
2023
Q3 | $22.2K | Buy |
517
+77
| +18% | +$3.42K | ﹤0.01% | 3756 |
|
|
2023
Q2 | $19.2K | Sell |
440
-159
| -27% | -$5.88K | ﹤0.01% | 3883 |
|
|
2023
Q1 | $23K | Buy |
599
+318
| +113% | +$14.7K | ﹤0.01% | 3791 |
|
|
2022
Q4 | $13.1K | Sell |
281
-155
| -36% | -$7.56K | ﹤0.01% | 3918 |
|
|
2022
Q3 | $20K | Buy |
436
+177
| +68% | +$8.76K | ﹤0.01% | 3852 |
|
|
2022
Q2 | $12K | Sell |
259
-319,192
| -100% | -$12.7M | ﹤0.01% | 4053 |
|
|
2022
Q1 | $14.4M | Sell |
319,451
-91,902
| -22% | -$4.26M | ﹤0.01% | 1948 |
|
|
2021
Q4 | $19.1M | Buy |
411,353
+6,900
| +2% | +$306K | ﹤0.01% | 1843 |
|
|
2021
Q3 | $16.5M | Buy |
404,453
+8,808
| +2% | +$339K | ﹤0.01% | 1930 |
|
|
2021
Q2 | $12.8M | Sell |
395,645
-5,000
| -1% | -$154K | ﹤0.01% | 2013 |
|
|
2021
Q1 | $11.3M | Buy |
400,645
+3,886
| +1% | +$102K | ﹤0.01% | 1993 |
|
|
2020
Q4 | $8.84M | Buy |
396,759
+65,034
| +20% | +$1.35M | ﹤0.01% | 2013 |
|
|
2020
Q3 | $5.88M | Sell |
331,725
-187,385
| -36% | -$3.6M | ﹤0.01% | 2016 |
|
|
2020
Q2 | $11.1M | Buy |
519,110
+63
| +0% | +$1.28K | ﹤0.01% | 1781 |
|
|
2020
Q1 | $8.07M | Buy |
519,047
+46,182
| +10% | +$1.32M | ﹤0.01% | 1764 |
|
|
2019
Q4 | $15.2M | Sell |
472,865
-14,000
| -3% | -$507K | ﹤0.01% | 1701 |
|
|
2019
Q3 | $17M | Buy |
486,865
+112,769
| +30% | +$4.07M | ﹤0.01% | 1631 |
|
|
2019
Q2 | $12.7M | Buy |
374,096
+75,536
| +25% | +$2.24M | ﹤0.01% | 1803 |
|
|
2019
Q1 | $7.55M | Buy |
298,560
+72,626
| +32% | +$1.81M | ﹤0.01% | 1957 |
|
|
2018
Q4 | $5.04M | Hold |
225,934
| – | – | ﹤0.01% | 2026 |
|
|
2018
Q3 | $5.34M | Buy |
+225,934
| New | +$5.63M | ﹤0.01% | 2135 |
|
Other funds holding FC
RA
RHJA
VCM
