Bank of Montreal’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 | $6.91M | Buy |
101,119
+94,092
| +1,339% | +$6.43M | ﹤0.01% | 988 |
|
|
2025
Q1 | $434K | Buy |
+7,027
| New | +$434K | ﹤0.01% | 2039 |
|
|
2024
Q4 | – | Sell |
-15,705
| Closed | -$510K | – | 3203 |
|
|
2024
Q3 | $510K | Sell |
15,705
-70,484
| -82% | -$2.29M | ﹤0.01% | 2130 |
|
|
2024
Q2 | $3.57M | Buy |
+86,189
| New | +$3.57M | ﹤0.01% | 1266 |
|
|
2023
Q4 | – | Sell |
-32,800
| Closed | -$834K | – | 3516 |
|
|
2023
Q3 | $834K | Hold |
32,800
| – | – | ﹤0.01% | 1820 |
|
|
2023
Q2 | $938K | Buy |
+32,800
| New | +$938K | ﹤0.01% | 1911 |
|
|
2022
Q2 | – | Sell |
-3,031
| Closed | -$190K | – | 3592 |
|
|
2022
Q1 | $190K | Buy |
+3,031
| New | +$190K | ﹤0.01% | 3006 |
|