SRH ADVISORS, LLC FWRG Holdings History

Number of Shares
27,395.00
Current Holdings Value*
$439,420.00
% of Portfolio
0.13%
Total Estimate Gain
$-35,307.30
% of Total Estimate Gain
-6.03%

SRH ADVISORS, LLC's First Watch Restaurant Group Inc Holding Summary

As of 2025-06-30, SRH ADVISORS, LLC held 27,395.00 shares of First Watch Restaurant Group Inc(FWRG), totaling $439,420.00. This investment constitutes 0.13% of their stock portfolio, and SRH ADVISORS, LLC now holds 0.04% of the outstanding First Watch Restaurant Group Inc(FWRG) stock.

The initial trade took place in 2024Q2. And since then SRH ADVISORS, LLC has made 4 purchases of FWRG, at an average price of $18.65, for a total of 31,395.00 shares. In addition, there have been 1 sales at an average price of $16.78 for 4,000.00 shares. Based on historical transaction data and FWRG's current price of $17.63, SRH ADVISORS, LLC's estimated gain on his FWRG holdings is $-35,307.30, reflecting a -6.03% gain to date.

SRH ADVISORS, LLC FWRG ($17.63) Holding Chart

SRH ADVISORS, LLC FWRG ($17.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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