MC
McMorgan & Co’s Franklin Covey FC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
105,345
+2,540
| +2% | +$58K | 0.35% | 35 |
|
|
2025
Q1 | $2.84M | Sell |
102,805
-3,310
| -3% | -$91.4K | 0.45% | 27 |
|
|
2024
Q4 | $3.99M | Buy |
106,115
+18,927
| +22% | +$711K | 0.62% | 23 |
|
|
2024
Q3 | $3.59M | Hold |
87,188
| – | – | 0.55% | 26 |
|
|
2024
Q2 | $3.31M | Buy |
87,188
+6,560
| +8% | +$249K | 0.53% | 29 |
|
|
2024
Q1 | $3.17M | Buy |
80,628
+21,609
| +37% | +$848K | 0.54% | 27 |
|
|
2023
Q4 | $2.57M | Buy |
+59,019
| New | +$2.57M | 0.43% | 29 |
|