Spire 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 | $27.3K | Sell |
1,833
-150
| -8% | -$2.23K | ﹤0.01% | 1403 |
|
|
2025
Q1 | $49.6K | Buy |
1,983
+635
| +47% | +$15.9K | ﹤0.01% | 1285 |
|
|
2024
Q4 | $43.2K | Buy |
1,348
+60
| +5% | +$1.92K | ﹤0.01% | 1331 |
|
|
2024
Q3 | $45.7K | Buy |
+1,288
| New | +$45.7K | ﹤0.01% | 1158 |
|
|
2024
Q2 | – | Sell |
-250
| Closed | -$6.32K | – | 2374 |
|
|
2024
Q1 | $6.32K | Sell |
250
-60
| -19% | -$1.52K | ﹤0.01% | 1873 |
|
|
2023
Q4 | $3.29K | Buy |
310
+100
| +48% | +$1.06K | ﹤0.01% | 2054 |
|
|
2023
Q3 | $2.47K | Hold |
210
| – | – | ﹤0.01% | 2088 |
|
|
2023
Q2 | $2.69K | Sell |
210
-100
| -32% | -$1.28K | ﹤0.01% | 2141 |
|
|
2023
Q1 | $2.43K | Buy |
310
+210
| +210% | +$1.65K | ﹤0.01% | 2221 |
|
|
2022
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 2247 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1992 |
|
|
2022
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2571 |
|