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Herald Investment Management’s Franklin Covey FC Stock Holding History

Herald Investment Management’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.76M Hold
175,000
– – 0.38% 66
2025
Q4 		$2.93M Hold
175,000
– – 0.38% 73
2025
Q3 		$3.4M Hold
175,000
– – 0.45% 63
2025
Q2 		$3.99M Hold
175,000
– – 0.59% 48
2025
Q1 		$4.81M Buy
175,000
+15,000
+9% +$496K 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% +$4.39M 1.02% 27
2023
Q4 		$2.18M Buy
+50,000
New +$1.98M 0.42% 60

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