Matrix Trust Company’s Sweetgreen SG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-349
Closed -$11K 287
2024
Q4
$11K Buy
+349
New +$11K ﹤0.01% 247
2024
Q3
Sell
-477
Closed -$14K 267
2024
Q2
$14K Buy
+477
New +$14K ﹤0.01% 129