Wells Fargo’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 | $136K | Buy |
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|
2025
Q1 | $149K | Buy |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q3 | $146K | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $141K | Buy |
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|
2023
Q4 | $136K | Sell |
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|
2023
Q3 | $173K | Sell |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $93.6K | Buy |
|
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|
2022
Q4 | $1.31K | Sell |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $670K | Sell |
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|
2021
Q4 | $740K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $109K | Sell |
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|
2020
Q4 | $560K | Buy |
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|
2020
Q3 | $430K | Sell |
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|
2020
Q2 | $616K | Buy |
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|
2020
Q1 | $320K | Buy |
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|
2019
Q4 | $583K | Buy |
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|
2019
Q3 | $590K | Buy |
|
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|
2019
Q2 | $527K | Sell |
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|
2019
Q1 | $394K | Buy |
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|
2018
Q4 | $344K | Buy |
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|
2018
Q3 | $348K | Buy |
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|
2018
Q2 | $345K | Sell |
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|
2018
Q1 | $398K | Sell |
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|
2017
Q4 | $307K | Buy |
|
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|
2017
Q3 | $223K | Buy |
|
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|
2017
Q2 | $133K | Sell |
|
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|
2017
Q1 | $174K | Buy |
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|
2016
Q4 | $139K | Buy |
|
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|
2016
Q3 | $63K | Hold |
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|
2016
Q2 | $54K | Sell |
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|
2016
Q1 | $70K | Sell |
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|
2015
Q4 | $687K | Sell |
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|
2015
Q3 | $767K | Sell |
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|
2015
Q2 | $1.21M | Sell |
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|
2015
Q1 | $1.16M | Buy |
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|
2014
Q4 | $882K | Sell |
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|
2014
Q3 | $1.21M | Sell |
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|
2014
Q2 | $1.4M | Buy |
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|
2014
Q1 | $998K | Buy |
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|
2013
Q4 | $983K | Buy |
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|
2013
Q3 | $819K | Buy |
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|
2013
Q2 | $406K | Buy |
|