Herald Investment Management’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Hold |
175,000
| – | – | 0.59% | 48 |
|
|
2025
Q1 | $4.81M | Buy |
175,000
+15,000
| +9% | +$413K | 0.9% | 30 |
|
|
2024
Q4 | $6.01M | Hold |
160,000
| – | – | 0.98% | 33 |
|
|
2024
Q3 | $6.58M | Hold |
160,000
| – | – | 1.13% | 27 |
|
|
2024
Q2 | $6.08M | Hold |
160,000
| – | – | 1% | 30 |
|
|
2024
Q1 | $6.26M | Buy |
160,000
+110,000
| +220% | +$4.31M | 1.02% | 27 |
|
|
2023
Q4 | $2.18M | Buy |
+50,000
| New | +$2.18M | 0.42% | 60 |
|