Steward Partners Investment Advisory’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 | $18.4K | Buy |
1,150
+700
| +156% | +$11.2K | ﹤0.01% | 2954 |
|
|
2025
Q1 | $7.49K | Buy |
450
+200
| +80% | +$3.33K | ﹤0.01% | 3224 |
|
|
2024
Q4 | $4.65K | Buy |
250
+50
| +25% | +$931 | ﹤0.01% | 3389 |
|
|
2024
Q3 | $3.12K | Hold |
200
| – | – | ﹤0.01% | 3325 |
|
|
2024
Q2 | $3.51K | Sell |
200
-50
| -20% | -$878 | ﹤0.01% | 3147 |
|
|
2024
Q1 | $6.16K | Hold |
250
| – | – | ﹤0.01% | 2983 |
|
|
2023
Q4 | $5.03K | Hold |
250
| – | – | ﹤0.01% | 2955 |
|
|
2023
Q3 | $4.32K | Hold |
250
| – | – | ﹤0.01% | 2877 |
|
|
2023
Q2 | $4.23K | Hold |
250
| – | – | ﹤0.01% | 2842 |
|
|
2023
Q1 | $4.02K | Hold |
250
| – | – | ﹤0.01% | 2846 |
|
|
2022
Q4 | $3.38K | Hold |
250
| – | – | ﹤0.01% | 2901 |
|
|
2022
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 2848 |
|
|
2022
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 2828 |
|
|
2022
Q1 | $3K | Hold |
250
| – | – | ﹤0.01% | 3014 |
|
|
2021
Q4 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 2881 |
|