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