AssetMark Inc
FWRG icon

AssetMark Inc’s First Watch Restaurant Group FWRG Stock Holding History

AssetMark Inc’s Portfolio FWRG Stock Details FWRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.2K Hold
3,545
– – ﹤0.01% 1846
2025
Q4 		$53.5K Buy
3,545
+585
+20% +$9.86K ﹤0.01% 1697
2025
Q3 		$46.3K Hold
2,960
– – ﹤0.01% 1658
2025
Q2 		$47.5K Buy
2,960
+505
+21% +$8.48K ﹤0.01% 1574
2025
Q1 		$40.9K Hold
2,455
– – ﹤0.01% 1494
2024
Q4 		$45.7K Buy
2,455
+1,000
+69% +$17.7K ﹤0.01% 1448
2024
Q3 		$22.7K Buy
1,455
+1,000
+220% +$15.9K ﹤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 +$8.39K ﹤0.01% 1351

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VCM
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GKIM
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