Martingale Asset Management’s Franklin Covey FC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$337K Buy
2024
Q4
$357K Buy
2024
Q3
$242K Buy
2024
Q2
$222K Buy
2024
Q1
$211K Buy
2023
Q4
$209K Hold
2023
Q3
$206K Hold
2023
Q2
$210K Buy
2023
Q1
Sell
2022
Q4
$225K Buy
2020
Q1
Sell
2019
Q4
$649K Buy
2019
Q3
$638K Buy