Morgan Stanley’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5M | Buy |
2,655,274
+984,440
| +59% | +$14.6M | ﹤0.01% | 2140 |
|
|
2025
Q1 | $41.8M | Buy |
1,670,834
+898,202
| +116% | +$22.5M | ﹤0.01% | 1972 |
|
|
2024
Q4 | $24.8M | Sell |
772,632
-355,948
| -32% | -$11.4M | ﹤0.01% | 2558 |
|
|
2024
Q3 | $40M | Buy |
1,128,580
+291,630
| +35% | +$10.3M | ﹤0.01% | 2063 |
|
|
2024
Q2 | $25.2M | Sell |
836,950
-23,138
| -3% | -$697K | ﹤0.01% | 2410 |
|
|
2024
Q1 | $21.7M | Sell |
860,088
-952,166
| -53% | -$24.1M | ﹤0.01% | 2604 |
|
|
2023
Q4 | $20.5M | Buy |
1,812,254
+929,124
| +105% | +$10.5M | ﹤0.01% | 3325 |
|
|
2023
Q3 | $10.4M | Buy |
883,130
+374,556
| +74% | +$4.4M | ﹤0.01% | 3100 |
|
|
2023
Q2 | $6.52M | Buy |
508,574
+141,722
| +39% | +$1.82M | ﹤0.01% | 3561 |
|
|
2023
Q1 | $2.88M | Buy |
366,852
+11,004
| +3% | +$86.3K | ﹤0.01% | 4213 |
|
|
2022
Q4 | $3.05M | Buy |
355,848
+153,275
| +76% | +$1.31M | ﹤0.01% | 4152 |
|
|
2022
Q3 | $3.75M | Buy |
202,573
+24,782
| +14% | +$459K | ﹤0.01% | 3930 |
|
|
2022
Q2 | $2.07M | Buy |
177,791
+38,490
| +28% | +$449K | ﹤0.01% | 4513 |
|
|
2022
Q1 | $4.46M | Sell |
139,301
-590,647
| -81% | -$18.9M | ﹤0.01% | 3811 |
|
|
2021
Q4 | $23.4M | Buy |
+729,948
| New | +$23.4M | ﹤0.01% | 1999 |
|