Curated Wealth Partners’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Hold |
54,103
| – | – | 0.09% | 70 |
|
|
2025
Q1 | $1.35M | Hold |
54,103
| – | – | 0.18% | 34 |
|
|
2024
Q4 | $1.73M | Hold |
54,103
| – | – | 0.2% | 30 |
|
|
2024
Q3 | $1.92M | Hold |
54,103
| – | – | 0.25% | 25 |
|
|
2024
Q2 | $1.63M | Buy |
+54,103
| New | +$1.63M | 0.23% | 27 |
|
|
2024
Q1 | – | Sell |
-72,138
| Closed | -$815K | – | 117 |
|
|
2023
Q4 | $815K | Hold |
72,138
| – | – | 0.13% | 57 |
|
|
2023
Q3 | $848K | Buy |
+72,138
| New | +$848K | 0.15% | 45 |
|