Caldwell Trust’s First Watch Restaurant Group FWRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2K | Hold |
1,200
|
|
||||
|
2025
Q1 | $20K | Hold |
1,200
|
|
||||
|
2024
Q4 | $22.3K | Hold |
1,200
|
|
||||
|
2024
Q3 | $18.7K | Hold |
1,200
|
|
||||
|
2024
Q2 | $21.1K | Hold |
1,200
|
|
||||
|
2024
Q1 | $29.5K | Hold |
1,200
|
|
||||
|
2023
Q4 | $24.1K | Hold |
1,200
|
|
||||
|
2023
Q3 | $20.7K | Hold |
1,200
|
|
||||
|
2023
Q2 | $20.3K | Hold |
1,200
|
|
||||
|
2023
Q1 | $19.3K | Hold |
1,200
|
|
||||
|
2022
Q4 | $16.2K | Hold |
1,200
|
|
||||
|
2022
Q3 | $17.4K | Hold |
1,200
|
|
||||
|
2022
Q2 | $17.3K | Hold |
1,200
|
|
||||
|
2022
Q1 | $15.7K | Hold |
1,200
|
|
||||
|
2021
Q4 | $20.1K | Buy |
+1,200
|
|