Carson Wealth (CWM LLC)’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $201K | Sell |
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|
2025
Q2 | $735K | Sell |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $189K | Buy |
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|
2024
Q3 | $50K | Sell |
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|
2024
Q2 | $65K | Buy |
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|
2024
Q1 | $48K | Sell |
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|
2023
Q4 | $70K | Buy |
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|
2023
Q3 | $42K | Sell |
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|
2023
Q2 | $52K | Buy |
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|
2023
Q1 | $33K | Sell |
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|
2022
Q4 | $126K | Buy |
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|
2022
Q3 | $75K | Buy |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $160K | Buy |
|