Wealthspire Advisors (New York)’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $106K | Hold |
|
|||||
|
2025
Q2 | $197K | Buy |
|
|||||
|
2025
Q1 | $327K | Hold |
|
|||||
|
2024
Q4 | $419K | Sell |
|
|||||
|
2024
Q3 | $463K | Sell |
|
|||||
|
2024
Q2 | $449K | Buy |
|
|||||
|
2024
Q1 | $377K | Hold |
|
|||||
|
2023
Q4 | $169K | Buy |
|
|||||
|
2023
Q3 | $166K | Hold |
|
|||||
|
2023
Q2 | $181K | Hold |
|
|||||
|
2023
Q1 | $111K | Hold |
|
|||||
|
2022
Q4 | $121K | Hold |
|
|||||
|
2022
Q3 | $261K | Hold |
|
|||||
|
2022
Q2 | $164K | Buy |
|