Advisory Research’s First Watch Restaurant Group FWRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,210
| Closed | -$607K | – | 221 |
|
|
2023
Q4 | $607K | Buy |
30,210
+8,811
| +41% | +$177K | 0.09% | 218 |
|
|
2023
Q3 | $370K | Sell |
21,399
-2,582
| -11% | -$44.6K | 0.05% | 329 |
|
|
2023
Q2 | $405K | Sell |
23,981
-7,847
| -25% | -$133K | 0.05% | 325 |
|
|
2023
Q1 | $511K | Sell |
31,828
-7,318
| -19% | -$118K | 0.08% | 242 |
|
|
2022
Q4 | $530K | Sell |
39,146
-179
| -0.5% | -$2.42K | 0.05% | 241 |
|
|
2022
Q3 | $570K | Buy |
+39,325
| New | +$570K | 0.06% | 223 |
|