Avior Wealth 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
Q1 | – | Sell |
-1,213
| Closed | -$63.5K | – | 947 |
|
|
2024
Q4 | $63.5K | Sell |
1,213
-70
| -5% | -$3.67K | ﹤0.01% | 1071 |
|
|
2024
Q3 | $41.1K | Hold |
1,283
| – | – | ﹤0.01% | 1192 |
|
|
2024
Q2 | $53.1K | Hold |
1,283
| – | – | ﹤0.01% | 1067 |
|
|
2024
Q1 | $42.3K | Hold |
1,283
| – | – | ﹤0.01% | 1290 |
|
|
2023
Q4 | $40.6K | Buy |
1,283
+1,208
| +1,611% | +$38.3K | ﹤0.01% | 769 |
|
|
2023
Q3 | $1.74K | Hold |
75
| – | – | ﹤0.01% | 1395 |
|
|
2023
Q2 | $2.13K | Buy |
+75
| New | +$2.13K | ﹤0.01% | 1346 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$22K | – | 1073 |
|
|
2022
Q1 | $22K | Buy |
+400
| New | +$22K | ﹤0.01% | 692 |
|