CWS
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Cypress Wealth Services’s Sweetgreen SG Stock Holding History

Cypress Wealth Services’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$179K Buy
12,024
+2,231
+23% +$33.2K 0.03% 308
2025
Q1 		$245K Buy
9,793
+1,370
+16% +$34.3K 0.05% 243
2024
Q4 		$270K Buy
8,423
+483
+6% +$15.5K 0.05% 220
2024
Q3 		$281K Buy
+7,940
New +$281K 0.06% 212