Stifel 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 | $161K | Sell |
10,043
-313
| -3% | -$5.02K | ﹤0.01% | 3298 |
|
|
2025
Q1 | $172K | Buy |
+10,356
| New | +$172K | ﹤0.01% | 3215 |
|
|
2024
Q2 | – | Sell |
-12,967
| Closed | -$319K | – | 3400 |
|
|
2024
Q1 | $319K | Sell |
12,967
-13,462
| -51% | -$331K | ﹤0.01% | 2874 |
|
|
2023
Q4 | $531K | Buy |
26,429
+9,232
| +54% | +$186K | ﹤0.01% | 2534 |
|
|
2023
Q3 | $297K | Sell |
17,197
-17,272
| -50% | -$299K | ﹤0.01% | 2794 |
|
|
2023
Q2 | $583K | Buy |
34,469
+19,075
| +124% | +$322K | ﹤0.01% | 2425 |
|
|
2023
Q1 | $247K | Buy |
15,394
+4,405
| +40% | +$70.7K | ﹤0.01% | 2929 |
|
|
2022
Q4 | $149K | Hold |
10,989
| – | – | ﹤0.01% | 3055 |
|
|
2022
Q3 | $159K | Buy |
+10,989
| New | +$159K | ﹤0.01% | 3012 |
|