LPL Financial’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 | $1.65M | Buy |
103,018
+81,208
| +372% | +$1.3M | ﹤0.01% | 3282 |
|
|
2025
Q1 | $363K | Sell |
21,810
-3,448
| -14% | -$57.4K | ﹤0.01% | 4357 |
|
|
2024
Q4 | $470K | Buy |
+25,258
| New | +$470K | ﹤0.01% | 4086 |
|
|
2024
Q2 | – | Sell |
-33,939
| Closed | -$836K | – | 4955 |
|
|
2024
Q1 | $836K | Buy |
+33,939
| New | +$836K | ﹤0.01% | 3302 |
|