Carson Wealth (CWM LLC)’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Sell |
10,752
-16,359
| -60% | -$1.12M | ﹤0.01% | 1412 |
|
|
2025
Q1 | $1.67M | Buy |
27,111
+23,510
| +653% | +$1.45M | 0.01% | 889 |
|
|
2024
Q4 | $189K | Buy |
3,601
+2,051
| +132% | +$108K | ﹤0.01% | 1852 |
|
|
2024
Q3 | $50K | Sell |
1,550
-8
| -0.5% | -$258 | ﹤0.01% | 2686 |
|
|
2024
Q2 | $65K | Buy |
1,558
+105
| +7% | +$4.38K | ﹤0.01% | 2274 |
|
|
2024
Q1 | $48K | Sell |
1,453
-744
| -34% | -$24.6K | ﹤0.01% | 2311 |
|
|
2023
Q4 | $70K | Buy |
2,197
+371
| +20% | +$11.8K | ﹤0.01% | 1969 |
|
|
2023
Q3 | $42K | Sell |
1,826
-11
| -0.6% | -$253 | ﹤0.01% | 2167 |
|
|
2023
Q2 | $52K | Buy |
1,837
+797
| +77% | +$22.6K | ﹤0.01% | 1953 |
|
|
2023
Q1 | $33K | Sell |
1,040
-3,446
| -77% | -$109K | ﹤0.01% | 2139 |
|
|
2022
Q4 | $126K | Buy |
4,486
+2,083
| +87% | +$58.5K | ﹤0.01% | 1272 |
|
|
2022
Q3 | $75K | Buy |
2,403
+164
| +7% | +$5.12K | ﹤0.01% | 1464 |
|
|
2022
Q2 | $71K | Buy |
+2,239
| New | +$71K | ﹤0.01% | 1455 |
|
|
2022
Q1 | – | Sell |
-3,140
| Closed | -$160K | – | 3518 |
|
|
2021
Q4 | $160K | Buy |
+3,140
| New | +$160K | ﹤0.01% | 1113 |
|