Envestnet Asset Management’s First Watch Restaurant Group FWRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Sell |
55,298
-31,349
| -36% | -$503K | ﹤0.01% | 3345 |
|
|
2025
Q1 | $1.44M | Buy |
86,647
+20,361
| +31% | +$339K | ﹤0.01% | 2949 |
|
|
2024
Q4 | $1.23M | Buy |
66,286
+52,977
| +398% | +$986K | ﹤0.01% | 3018 |
|
|
2024
Q3 | $208K | Buy |
+13,309
| New | +$208K | ﹤0.01% | 4005 |
|
|
2024
Q2 | – | Sell |
-9,083
| Closed | -$224K | – | 4211 |
|
|
2024
Q1 | $224K | Buy |
+9,083
| New | +$224K | ﹤0.01% | 3892 |
|