Avion Wealth’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 | – | Sell |
-100
| Closed | -$5K | – | 1195 |
|
|
2025
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 526 |
|
|
2024
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 525 |
|
|
2024
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 597 |
|
|
2024
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 491 |
|
|
2024
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 468 |
|
|
2023
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 457 |
|
|
2023
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 458 |
|
|
2023
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 368 |
|
|
2022
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 350 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 362 |
|
|
2022
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 361 |
|