Carson Wealth (CWM LLC)’s First Watch Restaurant Group FWRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Sell |
172
-177
| -51% | -$3.09K | ﹤0.01% | 4758 |
|
|
2025
Q1 | $6K | Buy |
349
+108
| +45% | +$1.86K | ﹤0.01% | 4354 |
|
|
2024
Q4 | $4K | Buy |
241
+88
| +58% | +$1.46K | ﹤0.01% | 4303 |
|
|
2024
Q3 | $2K | Sell |
153
-92
| -38% | -$1.2K | ﹤0.01% | 4390 |
|
|
2024
Q2 | $4K | Buy |
245
+103
| +73% | +$1.68K | ﹤0.01% | 3953 |
|
|
2024
Q1 | $3K | Hold |
142
| – | – | ﹤0.01% | 3836 |
|
|
2023
Q4 | $3K | Hold |
142
| – | – | ﹤0.01% | 3690 |
|
|
2023
Q3 | $2K | Hold |
142
| – | – | ﹤0.01% | 3795 |
|
|
2023
Q2 | $2K | Sell |
142
-20
| -12% | -$282 | ﹤0.01% | 3784 |
|
|
2023
Q1 | $3K | Sell |
162
-214
| -57% | -$3.96K | ﹤0.01% | 3500 |
|
|
2022
Q4 | $5K | Sell |
376
-43
| -10% | -$572 | ﹤0.01% | 3165 |
|
|
2022
Q3 | $6K | Hold |
419
| – | – | ﹤0.01% | 2964 |
|
|
2022
Q2 | $6K | Buy |
+419
| New | +$6K | ﹤0.01% | 2877 |
|