CMA
Cedar Mountain Advisors’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.7K | Hold |
741
| – | – | 0.01% | 98 |
|
|
2025
Q1 | $45.7K | Hold |
741
| – | – | 0.01% | 98 |
|
|
2024
Q4 | $38.8K | Sell |
741
-350
| -32% | -$18.3K | 0.01% | 105 |
|
|
2024
Q3 | $34.9K | Hold |
1,091
| – | – | 0.01% | 105 |
|
|
2024
Q2 | $45.2K | Hold |
1,091
| – | – | 0.01% | 75 |
|
|
2024
Q1 | $36K | Hold |
1,091
| – | – | 0.01% | 96 |
|
|
2023
Q4 | $34.6K | Hold |
1,091
| – | – | 0.01% | 93 |
|
|
2023
Q3 | $25.4K | Buy |
1,091
+415
| +61% | +$9.65K | 0.01% | 99 |
|
|
2023
Q2 | $19.2K | Hold |
676
| – | – | 0.01% | 121 |
|
|
2023
Q1 | $21.4K | Hold |
676
| – | – | 0.01% | 109 |
|
|
2022
Q4 | $19.1K | Hold |
676
| – | – | 0.01% | 109 |
|
|
2022
Q3 | $21K | Hold |
676
| – | – | 0.01% | 103 |
|
|
2022
Q2 | $21K | Buy |
+676
| New | +$21K | 0.01% | 106 |
|
|
2022
Q1 | – | Sell |
-676
| Closed | -$34K | – | 313 |
|
|
2021
Q4 | $34K | Hold |
676
| – | – | 0.01% | 93 |
|
|
2021
Q3 | $29K | Buy |
+676
| New | +$29K | 0.01% | 101 |
|