Goldman Sachs’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 | $2.05M | Buy |
129,562
+26,857
| +26% | +$442K | ﹤0.01% | 4533 |
|
|
2025
Q4 | $1.72M | Buy |
102,705
+23,867
| +30% | +$400K | ﹤0.01% | 4725 |
|
|
2025
Q3 | $1.53M | Sell |
78,838
-102,706
| -57% | -$2.03M | ﹤0.01% | 4705 |
|
|
2025
Q2 | $4.14M | Sell |
181,544
-57,003
| -24% | -$1.26M | ﹤0.01% | 3585 |
|
|
2025
Q1 | $6.59M | Buy |
238,547
+50,568
| +27% | +$1.67M | ﹤0.01% | 3090 |
|
|
2024
Q4 | $7.06M | Buy |
187,979
+3,163
| +2% | +$122K | ﹤0.01% | 3112 |
|
|
2024
Q3 | $7.6M | Buy |
184,816
+57,782
| +45% | +$2.32M | ﹤0.01% | 2978 |
|
|
2024
Q2 | $4.83M | Sell |
127,034
-7,347
| -5% | -$276K | ﹤0.01% | 3184 |
|
|
2024
Q1 | $5.28M | Sell |
134,381
-7,852
| -6% | -$313K | ﹤0.01% | 3036 |
|
|
2023
Q4 | $6.19M | Sell |
142,233
-9,294
| -6% | -$368K | ﹤0.01% | 2982 |
|
|
2023
Q3 | $6.5M | Sell |
151,527
-16,538
| -10% | -$734K | ﹤0.01% | 2756 |
|
|
2023
Q2 | $7.34M | Buy |
168,065
+61,934
| +58% | +$2.29M | ﹤0.01% | 2752 |
|
|
2023
Q1 | $4.08M | Sell |
106,131
-5,253
| -5% | -$242K | ﹤0.01% | 3230 |
|
|
2022
Q4 | $5.21M | Buy |
111,384
+7,704
| +7% | +$376K | ﹤0.01% | 3131 |
|
|
2022
Q3 | $4.71M | Buy |
103,680
+8,435
| +9% | +$417K | ﹤0.01% | 3182 |
|
|
2022
Q2 | $4.4M | Sell |
95,245
-5,667
| -6% | -$225K | ﹤0.01% | 3252 |
|
|
2022
Q1 | $4.56M | Buy |
100,912
+517
| +0.5% | +$23.9K | ﹤0.01% | 3441 |
|
|
2021
Q4 | $4.66M | Buy |
100,395
+23,070
| +30% | +$1.02M | ﹤0.01% | 3481 |
|
|
2021
Q3 | $3.15M | Buy |
77,325
+20,241
| +35% | +$779K | ﹤0.01% | 3775 |
|
|
2021
Q2 | $1.85M | Buy |
57,084
+7,077
| +14% | +$218K | ﹤0.01% | 4281 |
|
|
2021
Q1 | $1.41M | Sell |
50,007
-14,137
| -22% | -$370K | ﹤0.01% | 4326 |
|
|
2020
Q4 | $1.43M | Sell |
64,144
-35,987
| -36% | -$748K | ﹤0.01% | 3961 |
|
|
2020
Q3 | $1.78M | Sell |
100,131
-15,193
| -13% | -$292K | ﹤0.01% | 3646 |
|
|
2020
Q2 | $2.47M | Sell |
115,324
-15,808
| -12% | -$320K | ﹤0.01% | 3299 |
|
|
2020
Q1 | $2.04M | Buy |
131,132
+66,834
| +104% | +$1.91M | ﹤0.01% | 3286 |
|
|
2019
Q4 | $2.07M | Buy |
64,298
+24,182
| +60% | +$876K | ﹤0.01% | 3620 |
|
|
2019
Q3 | $1.4M | Buy |
40,116
+99
| +0.2% | +$3.57K | ﹤0.01% | 3793 |
|
|
2019
Q2 | $1.36M | Buy |
40,017
+3,705
| +10% | +$110K | ﹤0.01% | 3785 |
|
|
2019
Q1 | $919K | Buy |
36,312
+14,901
| +70% | +$372K | ﹤0.01% | 4105 |
|
|
2018
Q4 | $478K | Sell |
21,411
-6,159
| -22% | -$138K | ﹤0.01% | 4387 |
|
|
2018
Q3 | $652K | Sell |
27,570
-3,237
| -11% | -$80.7K | ﹤0.01% | 4273 |
|
|
2018
Q2 | $756K | Sell |
30,807
-457
| -1% | -$12.3K | ﹤0.01% | 4255 |
|
|
2018
Q1 | $841K | Buy |
31,264
+165
| +0.5% | +$4.5K | ﹤0.01% | 4158 |
|
|
2017
Q4 | $645K | Buy |
31,099
+247
| +0.8% | +$4.85K | ﹤0.01% | 4625 |
|
|
2017
Q3 | $626K | Sell |
30,852
-1,043
| -3% | -$19.4K | ﹤0.01% | 4940 |
|
|
2017
Q2 | $616K | Sell |
31,895
-1,733
| -5% | -$35.7K | ﹤0.01% | 4917 |
|
|
2017
Q1 | $679K | Sell |
33,628
-10
| -0% | -$177 | ﹤0.01% | 4731 |
|
|
2016
Q4 | $678K | Buy |
33,638
+10
| +0% | +$195 | ﹤0.01% | 4796 |
|
|
2016
Q3 | $599K | Buy |
33,628
+20
| +0.1% | +$323 | ﹤0.01% | 4874 |
|
|
2016
Q2 | $515K | Buy |
33,608
+1,292
| +4% | +$20K | ﹤0.01% | 4833 |
|
|
2016
Q1 | $568K | Sell |
32,316
-120
| -0.4% | -$2.05K | ﹤0.01% | 4622 |
|
|
2015
Q4 | $543K | Sell |
32,436
-7,636
| -19% | -$122K | ﹤0.01% | 4846 |
|
|
2015
Q3 | $644K | Buy |
40,072
+10,556
| +36% | +$182K | ﹤0.01% | 4893 |
|
|
2015
Q2 | $599K | Buy |
29,516
+10
| +0% | +$195 | ﹤0.01% | 4997 |
|
|
2015
Q1 | $568K | Sell |
29,506
-20
| -0.1% | -$360 | ﹤0.01% | 5000 |
|
|
2014
Q4 | $572K | Hold |
29,526
| – | – | ﹤0.01% | 5162 |
|
|
2014
Q3 | $578K | Hold |
29,526
| – | – | ﹤0.01% | 5132 |
|
|
2014
Q2 | $594K | Sell |
29,526
-10,483
| -26% | -$219K | ﹤0.01% | 5165 |
|
|
2014
Q1 | $791K | Sell |
40,009
-14,252
| -26% | -$288K | ﹤0.01% | 4893 |
|
|
2013
Q4 | $1.08M | Buy |
54,261
+2,194
| +4% | +$42.7K | ﹤0.01% | 4679 |
|
|
2013
Q3 | $934K | Sell |
52,067
-2,839
| -5% | -$45.4K | ﹤0.01% | 4651 |
|
|
2013
Q2 | $739K | Buy |
+54,906
| New | +$761K | ﹤0.01% | 4621 |
|
Other funds holding FC
RA
RHJA
VCM
