Vancity Investment Management’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 | $815K | Buy |
50,833
+5,324
| +12% | +$85.4K | 0.1% | 48 |
|
|
2025
Q1 | $758K | Buy |
+45,509
| New | +$758K | 0.1% | 53 |
|
|
2024
Q3 | $751K | Sell |
48,163
-26,006
| -35% | -$406K | 0.09% | 54 |
|
|
2024
Q2 | $1.89M | Buy |
74,169
+39,105
| +112% | +$998K | 0.12% | 50 |
|
|
2024
Q1 | $863K | Buy |
35,064
+13,256
| +61% | +$326K | 0.1% | 61 |
|
|
2023
Q4 | $438K | Buy |
21,808
+2,808
| +15% | +$56.4K | 0.06% | 62 |
|
|
2023
Q3 | $329K | Buy |
+19,000
| New | +$329K | 0.04% | 72 |
|