UBS Group’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
1,268,537
+542,086
| +75% | +$8.07M | ﹤0.01% | 1896 |
|
|
2025
Q1 | $18.2M | Buy |
726,451
+297,878
| +70% | +$7.45M | ﹤0.01% | 1867 |
|
|
2024
Q4 | $13.7M | Buy |
428,573
+141,441
| +49% | +$4.53M | ﹤0.01% | 2075 |
|
|
2024
Q3 | $10.2M | Buy |
287,132
+164,628
| +134% | +$5.84M | ﹤0.01% | 1666 |
|
|
2024
Q2 | $3.69M | Sell |
122,504
-15,394
| -11% | -$464K | ﹤0.01% | 2352 |
|
|
2024
Q1 | $3.48M | Buy |
137,898
+5,968
| +5% | +$151K | ﹤0.01% | 2515 |
|
|
2023
Q4 | $1.49M | Buy |
131,930
+81,904
| +164% | +$926K | ﹤0.01% | 3110 |
|
|
2023
Q3 | $588K | Buy |
50,026
+19,945
| +66% | +$234K | ﹤0.01% | 3495 |
|
|
2023
Q2 | $386K | Sell |
30,081
-71,164
| -70% | -$912K | ﹤0.01% | 4029 |
|
|
2023
Q1 | $794K | Buy |
101,245
+5,835
| +6% | +$45.7K | ﹤0.01% | 3351 |
|
|
2022
Q4 | $818K | Sell |
95,410
-17,426
| -15% | -$149K | ﹤0.01% | 3298 |
|
|
2022
Q3 | $2.09M | Sell |
112,836
-86,447
| -43% | -$1.6M | ﹤0.01% | 2323 |
|
|
2022
Q2 | $2.32M | Buy |
199,283
+169,097
| +560% | +$1.97M | ﹤0.01% | 2296 |
|
|
2022
Q1 | $966K | Sell |
30,186
-6,635
| -18% | -$212K | ﹤0.01% | 3259 |
|
|
2021
Q4 | $1.18M | Buy |
+36,821
| New | +$1.18M | ﹤0.01% | 3314 |
|