UBS Group’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 | $762K | Buy |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $551K | Buy |
|
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|
2024
Q2 | $499K | Sell |
|
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|
2024
Q1 | $922K | Buy |
|
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|
2023
Q4 | $1.01M | Buy |
|
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|
2023
Q3 | $692K | Buy |
|
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|
2023
Q2 | $617K | Buy |
|
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|
2023
Q1 | $398K | Buy |
|
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|
2022
Q4 | $404K | Buy |
|
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|
2022
Q3 | $255K | Buy |
|
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $248K | Sell |
|
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|
2021
Q4 | $494K | Buy |
|
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|
2021
Q3 | $286K | Buy |
|
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|
2021
Q2 | $200K | Sell |
|
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|
2021
Q1 | $250K | Buy |
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|
2020
Q4 | $99K | Buy |
|
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|
2020
Q3 | $24K | Sell |
|
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|
2020
Q2 | $46K | Sell |
|
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|
2020
Q1 | $109K | Sell |
|
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|
2019
Q4 | $398K | Buy |
|
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|
2019
Q3 | $285K | Buy |
|
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|
2019
Q2 | $61K | Buy |
|
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|
2019
Q1 | $0 | Sell |
|
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|
2018
Q4 | $103K | Buy |
|
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|
2018
Q3 | $62K | Buy |
|
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|
2018
Q2 | $39K | Buy |
|
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|
2018
Q1 | – | Sell |
|
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|
2017
Q4 | $10K | Sell |
|
|||||
|
2017
Q3 | $19K | Buy |
|
|||||
|
2017
Q2 | $14K | Buy |
|
|||||
|
2017
Q1 | $6K | Sell |
|
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|
2016
Q4 | $44K | Buy |
|
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|
2016
Q3 | $13K | Buy |
|
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $20K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $13K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $31K | Buy |
|