A detailed history of Forum Financial Management, LP transactions in Sweetgreen, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 6,903 shares of SG stock, worth $268,043. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,903
Previous 6,903 -0.0%
Holding current value
$268,043
Previous $208,000 17.31%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$19.91 - $34.98 $62,079 - $109,067
-3,118 Reduced 31.11%
6,903 $208,000
Q1 2024

May 09, 2024

BUY
$10.15 - $25.6 $203 - $512
20 Added 0.2%
10,021 $253,000
Q4 2023

Feb 07, 2024

SELL
$8.92 - $11.86 $11,248 - $14,955
-1,261 Reduced 11.2%
10,001 $113,000
Q3 2023

Nov 03, 2023

BUY
$11.2 - $16.41 $14,134 - $20,709
1,262 Added 12.62%
11,262 $132,000
Q2 2023

Jul 26, 2023

BUY
$6.89 - $12.82 $68,900 - $128,200
10,000 New
10,000 $128,000

Others Institutions Holding SG

About Sweetgreen, Inc.


  • Ticker SG
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 96,678,704
  • Market Cap $3.75B
  • Description
  • Sweetgreen, Inc., together with its subsidiaries, develops and operates fast-casual restaurants serving healthy foods prepared from seasonal and organic ingredients. The company also accepts orders through its online and mobile ordering platforms, as well as sells gift cards that can be redeemed in its restaurants. As of September 26, 2021, it o...
More about SG
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