Carson Wealth (CWM LLC)’s Sweetgreen SG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
841
+115
| +16% | +$1.78K | ﹤0.01% | 4173 |
|
|
2025
Q1 | $18K | Sell |
726
-788
| -52% | -$19.5K | ﹤0.01% | 3765 |
|
|
2024
Q4 | $49K | Buy |
1,514
+207
| +16% | +$6.7K | ﹤0.01% | 2823 |
|
|
2024
Q3 | $46K | Buy |
1,307
+534
| +69% | +$18.8K | ﹤0.01% | 2753 |
|
|
2024
Q2 | $23K | Buy |
773
+225
| +41% | +$6.7K | ﹤0.01% | 3030 |
|
|
2024
Q1 | $14K | Buy |
548
+48
| +10% | +$1.23K | ﹤0.01% | 3146 |
|
|
2023
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 3453 |
|
|
2023
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 3397 |
|
|
2023
Q2 | $6K | Sell |
500
-715
| -59% | -$8.58K | ﹤0.01% | 3374 |
|
|
2023
Q1 | $10K | Sell |
1,215
-218
| -15% | -$1.79K | ﹤0.01% | 2965 |
|
|
2022
Q4 | $12K | Buy |
1,433
+1,379
| +2,554% | +$11.5K | ﹤0.01% | 2715 |
|
|
2022
Q3 | $1K | Sell |
54
-34
| -39% | -$630 | ﹤0.01% | 3744 |
|
|
2022
Q2 | $1K | Buy |
+88
| New | +$1K | ﹤0.01% | 3615 |
|