Perigon Wealth 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 | – | Sell |
-8,729
| Closed | -$218K | – | 1096 |
|
|
2025
Q1 | $218K | Sell |
8,729
-16
| -0.2% | -$400 | 0.01% | 931 |
|
|
2024
Q4 | $291K | Buy |
8,745
+16
| +0.2% | +$532 | 0.01% | 825 |
|
|
2024
Q3 | $309K | Hold |
8,729
| – | – | 0.01% | 773 |
|
|
2024
Q2 | $263K | Sell |
8,729
-100
| -1% | -$3.01K | 0.01% | 738 |
|
|
2024
Q1 | $223K | Buy |
+8,829
| New | +$223K | 0.01% | 779 |
|