Wealth Enhancement Advisory Services
SG icon

Wealth Enhancement Advisory Services’s Sweetgreen SG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$117K Buy
+21,760
New +$132K ﹤0.01% 3286
2025
Q3 		– Sell
-13,087
Closed -$192K – 3691
2025
Q2 		$192K Sell
13,087
-1,125
-8% -$18.5K ﹤0.01% 3010
2025
Q1 		$356K Sell
14,212
-14,979
-51% -$413K ﹤0.01% 2311
2024
Q4 		$936K Buy
29,191
+1,278
+5% +$47.6K ﹤0.01% 1589
2024
Q3 		$990K Buy
27,913
+537
+2% +$16.3K ﹤0.01% 1405
2024
Q2 		$825K Buy
+27,376
New +$751K ﹤0.01% 1370

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