Wealthspire Advisors (New York)’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Buy |
13,233
+175
| +1% | +$2.6K | ﹤0.01% | 801 |
|
|
2025
Q1 | $327K | Hold |
13,058
| – | – | ﹤0.01% | 620 |
|
|
2024
Q4 | $419K | Sell |
13,058
-1
| -0% | -$32 | ﹤0.01% | 561 |
|
|
2024
Q3 | $463K | Sell |
13,059
-1,854
| -12% | -$65.7K | ﹤0.01% | 510 |
|
|
2024
Q2 | $449K | Buy |
14,913
+1
| +0% | +$30 | 0.01% | 453 |
|
|
2024
Q1 | $377K | Hold |
14,912
| – | – | 0.01% | 481 |
|
|
2023
Q4 | $169K | Buy |
14,912
+800
| +6% | +$9.04K | ﹤0.01% | 625 |
|
|
2023
Q3 | $166K | Hold |
14,112
| – | – | ﹤0.01% | 573 |
|
|
2023
Q2 | $181K | Hold |
14,112
| – | – | ﹤0.01% | 535 |
|
|
2023
Q1 | $111K | Hold |
14,112
| – | – | ﹤0.01% | 515 |
|
|
2022
Q4 | $121K | Hold |
14,112
| – | – | ﹤0.01% | 554 |
|
|
2022
Q3 | $261K | Hold |
14,112
| – | – | 0.01% | 435 |
|
|
2022
Q2 | $164K | Buy |
+14,112
| New | +$164K | ﹤0.01% | 475 |
|