GLOBALT Investments’s Sweetgreen SG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,794
Closed -$370K 211
2025
Q1
$370K Sell
14,794
-1,753
-11% -$43.9K 0.02% 186
2024
Q4
$530K Sell
16,547
-125
-0.7% -$4.01K 0.02% 175
2024
Q3
$591K Buy
+16,672
New +$591K 0.02% 171