Stephens Investment Management Group’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 | $12.3M | Buy |
768,962
+60,299
| +9% | +$967K | 0.16% | 138 |
|
2025
Q1 | $11.8M | Buy |
708,663
+15,304
| +2% | +$255K | 0.17% | 130 |
|
2024
Q4 | $12.9M | Buy |
693,359
+189,681
| +38% | +$3.53M | 0.17% | 138 |
|
2024
Q3 | $7.86M | Buy |
503,678
+125,452
| +33% | +$1.96M | 0.11% | 146 |
|
2024
Q2 | $6.64M | Sell |
378,226
-71,516
| -16% | -$1.26M | 0.09% | 147 |
|
2024
Q1 | $11.1M | Buy |
449,742
+96,701
| +27% | +$2.38M | 0.15% | 127 |
|
2023
Q4 | $7.1M | Buy |
353,041
+50,057
| +17% | +$1.01M | 0.1% | 140 |
|
2023
Q3 | $5.24M | Buy |
+302,984
| New | +$5.24M | 0.09% | 143 |
|