Diversified Trust’s Sweetgreen SG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
18,529
-11,844
-39% -$176K 0.01% 777
2025
Q1
$760K Buy
30,373
+3,247
+12% +$81.2K 0.02% 442
2024
Q4
$870K Buy
27,126
+18,733
+223% +$601K 0.02% 409
2024
Q3
$298K Buy
+8,393
New +$298K 0.01% 727