BWM
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Bernard Wealth Management’s Dutch Bros BROS Stock Holding History

Bernard Wealth Management’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$55.7K Hold
815
– – 0.03% 122
2025
Q1 		$50.3K Hold
815
– – 0.02% 119
2024
Q4 		$42.7K Buy
+815
New +$42.7K 0.02% 131