Essex Investment Management’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
76,002
-521
| -0.7% | -$7.75K | 0.21% | 137 |
|
|
2025
Q1 | $1.91M | Sell |
76,523
-614
| -0.8% | -$15.4K | 0.4% | 110 |
|
|
2024
Q4 | $2.47M | Sell |
77,137
-35,510
| -32% | -$1.14M | 0.44% | 103 |
|
|
2024
Q3 | $3.99M | Buy |
112,647
+314
| +0.3% | +$11.1K | 0.7% | 50 |
|
|
2024
Q2 | $3.39M | Sell |
112,333
-5,522
| -5% | -$166K | 0.63% | 49 |
|
|
2024
Q1 | $2.98M | Sell |
117,855
-28,442
| -19% | -$718K | 0.59% | 59 |
|
|
2023
Q4 | $1.65M | Sell |
146,297
-2,593
| -2% | -$29.3K | 0.33% | 117 |
|
|
2023
Q3 | $1.75M | Buy |
+148,890
| New | +$1.75M | 0.29% | 119 |
|