AssetMark Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.5K | Buy |
2,960
+505
| +21% | +$8.1K | ﹤0.01% | 1574 |
|
|
2025
Q1 | $40.9K | Hold |
2,455
| – | – | ﹤0.01% | 1494 |
|
|
2024
Q4 | $45.7K | Buy |
2,455
+1,000
| +69% | +$18.6K | ﹤0.01% | 1448 |
|
|
2024
Q3 | $22.7K | Buy |
1,455
+1,000
| +220% | +$15.6K | ﹤0.01% | 1472 |
|
|
2024
Q2 | $7.99K | Hold |
455
| – | – | ﹤0.01% | 1534 |
|
|
2024
Q1 | $11.2K | Hold |
455
| – | – | ﹤0.01% | 1365 |
|
|
2023
Q4 | $9.15K | Hold |
455
| – | – | ﹤0.01% | 1391 |
|
|
2023
Q3 | $7.87K | Buy |
+455
| New | +$7.87K | ﹤0.01% | 1351 |
|