Obermeyer Wealth Partners’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
-6,329
Closed -$203K 275
2024
Q4
$203K Sell
6,329
-200
-3% -$6.41K 0.01% 251
2024
Q3
$231K Buy
+6,529
New +$231K 0.01% 232