Advisors Asset Management’s Dutch Bros BROS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-780
Closed -$25K 1482
2024
Q3
$25K Sell
780
-77
-9% -$2.47K ﹤0.01% 1367
2024
Q2
$35.5K Sell
857
-16
-2% -$662 ﹤0.01% 1327
2024
Q1
$28.8K Sell
873
-9
-1% -$297 ﹤0.01% 1336
2023
Q4
$27.9K Buy
882
+78
+10% +$2.47K ﹤0.01% 1334
2023
Q3
$18.7K Buy
+804
New +$18.7K ﹤0.01% 1367