Wells Fargo’s Sweetgreen SG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$303K Sell
58,473
-74,604
-56% -$454K ﹤0.01% 4441
2025
Q4
$900K Buy
133,077
+20,520
+18% +$141K ﹤0.01% 4053
2025
Q3
$898K Sell
112,557
-45,805
-29% -$498K ﹤0.01% 3890
2025
Q2
$2.36M Buy
158,362
+100,995
+176% +$1.66M ﹤0.01% 3102
2025
Q1
$1.44M Sell
57,367
-40,845
-42% -$1.13M ﹤0.01% 3419
2024
Q4
$3.15M Buy
98,212
+30,022
+44% +$1.12M ﹤0.01% 2819
2024
Q3
$2.42M Buy
68,190
+10,190
+18% +$309K ﹤0.01% 2911
2024
Q2
$1.75M Buy
58,000
+16,337
+39% +$448K ﹤0.01% 3087
2024
Q1
$1.05M Sell
41,663
-6,861
-14% -$99.9K ﹤0.01% 3424
2023
Q4
$548K Sell
48,524
-176,577
-78% -$1.86M ﹤0.01% 3798
2023
Q3
$2.64M Buy
225,101
+180,948
+410% +$2.52M ﹤0.01% 2586
2023
Q2
$566K Buy
44,153
+20,302
+85% +$188K ﹤0.01% 3852
2023
Q1
$187K Buy
23,851
+5,839
+32% +$51.4K ﹤0.01% 4469
2022
Q4
$154K Sell
18,012
-6,821
-27% -$99.4K ﹤0.01% 4314
2022
Q3
$459K Sell
24,833
-11,848
-32% -$202K ﹤0.01% 3736
2022
Q2
$427K Buy
36,681
+1,205
+3% +$25.4K ﹤0.01% 3836
2022
Q1
$1.14M Buy
35,476
+17,294
+95% +$502K ﹤0.01% 3776
2021
Q4
$581K Buy
+18,182
New +$616K ﹤0.01% 4539

Other funds holding SG