Charles Schwab’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 | $52.2M | Buy |
764,108
+76,263
| +11% | +$5.21M | 0.01% | 1078 |
|
|
2025
Q1 | $42.5M | Sell |
687,845
-5,111
| -0.7% | -$316K | 0.01% | 1183 |
|
|
2024
Q4 | $36.3M | Buy |
692,956
+5,429
| +0.8% | +$284K | 0.01% | 1349 |
|
|
2024
Q3 | $22M | Buy |
687,527
+181,636
| +36% | +$5.82M | ﹤0.01% | 1644 |
|
|
2024
Q2 | $20.9M | Buy |
505,891
+111,953
| +28% | +$4.63M | ﹤0.01% | 1654 |
|
|
2024
Q1 | $13M | Buy |
393,938
+96,999
| +33% | +$3.2M | ﹤0.01% | 1845 |
|
|
2023
Q4 | $9.4M | Buy |
296,939
+14,158
| +5% | +$448K | ﹤0.01% | 2014 |
|
|
2023
Q3 | $6.57M | Buy |
282,781
+129,016
| +84% | +$3M | ﹤0.01% | 2124 |
|
|
2023
Q2 | $4.37M | Buy |
153,765
+1,610
| +1% | +$45.8K | ﹤0.01% | 2284 |
|
|
2023
Q1 | $4.81M | Sell |
152,155
-1,027
| -0.7% | -$32.5K | ﹤0.01% | 2215 |
|
|
2022
Q4 | $4.32M | Buy |
153,182
+22,900
| +18% | +$646K | ﹤0.01% | 2297 |
|
|
2022
Q3 | $4.06M | Sell |
130,282
-3,783
| -3% | -$118K | ﹤0.01% | 2323 |
|
|
2022
Q2 | $4.24M | Buy |
134,065
+14,858
| +12% | +$470K | ﹤0.01% | 2254 |
|
|
2022
Q1 | $6.59M | Buy |
119,207
+3,186
| +3% | +$176K | ﹤0.01% | 2154 |
|
|
2021
Q4 | $5.91M | Buy |
+116,021
| New | +$5.91M | ﹤0.01% | 2266 |
|