UBS AM’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
Q4
$151 Buy
2025
Q1
Sell
2024
Q4
$819K Buy
2024
Q3
$840K Sell
2024
Q2
$870K Buy
2024
Q1
$210K Hold
2023
Q4
$233K Hold
2023
Q3
$230K Buy
2023
Q1
Sell
2022
Q4
$440K Buy