Wells Fargo’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
158,362
+100,995
| +176% | +$1.5M | ﹤0.01% | 2807 |
|
|
2025
Q1 | $1.44M | Sell |
57,367
-40,845
| -42% | -$1.02M | ﹤0.01% | 3051 |
|
|
2024
Q4 | $3.15M | Buy |
98,212
+30,022
| +44% | +$963K | ﹤0.01% | 2472 |
|
|
2024
Q3 | $2.42M | Buy |
68,190
+10,190
| +18% | +$361K | ﹤0.01% | 2625 |
|
|
2024
Q2 | $1.75M | Buy |
58,000
+16,337
| +39% | +$492K | ﹤0.01% | 2811 |
|
|
2024
Q1 | $1.05M | Sell |
41,663
-6,861
| -14% | -$173K | ﹤0.01% | 3107 |
|
|
2023
Q4 | $548K | Sell |
48,524
-176,577
| -78% | -$2M | ﹤0.01% | 3451 |
|
|
2023
Q3 | $2.64M | Buy |
225,101
+180,948
| +410% | +$2.13M | ﹤0.01% | 2407 |
|
|
2023
Q2 | $566K | Buy |
44,153
+20,302
| +85% | +$260K | ﹤0.01% | 3649 |
|
|
2023
Q1 | $187K | Buy |
23,851
+5,839
| +32% | +$45.8K | ﹤0.01% | 4202 |
|
|
2022
Q4 | $154K | Sell |
18,012
-6,821
| -27% | -$58.5K | ﹤0.01% | 4037 |
|
|
2022
Q3 | $459K | Sell |
24,833
-11,848
| -32% | -$219K | ﹤0.01% | 3498 |
|
|
2022
Q2 | $427K | Buy |
36,681
+1,205
| +3% | +$14K | ﹤0.01% | 3613 |
|
|
2022
Q1 | $1.14M | Buy |
35,476
+17,294
| +95% | +$553K | ﹤0.01% | 3554 |
|
|
2021
Q4 | $581K | Buy |
+18,182
| New | +$581K | ﹤0.01% | 4250 |
|