Wealth Enhancement Advisory Services’s Sweetgreen SG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Sell
13,087
-1,125
-8% -$16.5K ﹤0.01% 2988
2025
Q1
$356K Sell
14,212
-14,979
-51% -$375K ﹤0.01% 2293
2024
Q4
$936K Buy
29,191
+1,278
+5% +$41K ﹤0.01% 1577
2024
Q3
$990K Buy
27,913
+537
+2% +$19K ﹤0.01% 1396
2024
Q2
$825K Buy
+27,376
New +$825K ﹤0.01% 1369