Avantax Advisory Services’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
$1.9M Sell
27,796
-13,677
-33% -$935K 0.01% 823
2025
Q1
$2.56M Sell
41,473
-294
-0.7% -$18.2K 0.02% 643
2024
Q4
$2.19M Buy
41,767
+3,134
+8% +$164K 0.01% 672
2024
Q3
$1.24M Buy
+38,633
New +$1.24M 0.01% 921