Aljian Capital Management’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $473K | Buy |
6,914
+1,600
| +30% | +$109K | 0.1% | 85 |
|
2025
Q1 | $328K | Buy |
5,314
+25
| +0.5% | +$1.54K | 0.08% | 101 |
|
2024
Q4 | $277K | Buy |
+5,289
| New | +$277K | 0.06% | 104 |
|
2023
Q1 | – | Sell |
-23,773
| Closed | -$670K | – | 49 |
|
2022
Q4 | $670K | Sell |
23,773
-1,552
| -6% | -$43.8K | 0.39% | 28 |
|
2022
Q3 | $807K | Buy |
25,325
+13,783
| +119% | +$439K | 0.44% | 28 |
|
2022
Q2 | $366K | Buy |
11,542
+3,813
| +49% | +$121K | 0.2% | 39 |
|
2022
Q1 | $449K | Buy |
+7,729
| New | +$449K | 0.18% | 39 |
|