Venturi 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 Q1	–	Sell	-128	Closed	-$4.1K	–	1589
2024 Q4	$4.1K	Hold	128	–	–	﹤0.01%	1750
2024 Q3	$4.54K	Buy	+128	New	+$4.54K	﹤0.01%	1463
2024 Q2	–	Sell	-77	Closed	-$1.95K	–	1535
2024 Q1	$1.95K	Buy	+77	New	+$1.95K	﹤0.01%	1259