Steward Partners Investment Advisory’s First Watch Restaurant Group FWRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-77	Closed	-$1.16K	–	4487
2025 Q4	$1.16K	Hold	77	–	–	﹤0.01%	4069
2025 Q3	$1.2K	Sell	77 -1,073	-93%	-$18.7K	﹤0.01%	4025
2025 Q2	$18.4K	Buy	1,150 +700	+156%	+$11.8K	﹤0.01%	2954
2025 Q1	$7.49K	Buy	450 +200	+80%	+$3.85K	﹤0.01%	3224
2024 Q4	$4.65K	Buy	250 +50	+25%	+$883	﹤0.01%	3389
2024 Q3	$3.12K	Hold	200	–	–	﹤0.01%	3325
2024 Q2	$3.51K	Sell	200 -50	-20%	-$1.04K	﹤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	$4.22K	Hold	250	–	–	﹤0.01%	2842
2023 Q1	$4.01K	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	+$4.98K	﹤0.01%	2881