DEFINED WEALTH MANAGEMENT, LLC FC Holdings History
DEFINED WEALTH MANAGEMENT, LLC's Franklin Covey Co Holding Summary
As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held - shares of Franklin Covey Co(FC), totaling N/A. This investment constitutes 0% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Franklin Covey Co(FC) stock.
The initial trade took place in 2020Q4. And since then DEFINED WEALTH MANAGEMENT, LLC has made 3 purchases of FC, at an average price of $21.84, for a total of 16,543.00 shares. In addition, there have been 6 sales at an average price of $29.29 for 16,543.00 shares. Based on historical transaction data and FC's current price of $19.33, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his FC holdings is $123,324.69, reflecting a 34.14% gain to date.
DEFINED WEALTH MANAGEMENT, LLC FC ($19.33) Holding Chart
DEFINED WEALTH MANAGEMENT, LLC FC ($19.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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