CCIA
Cherry Creek Investment Advisors’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
21,171
-82
| -0.4% | -$5.61K | 0.68% | 33 |
|
|
2025
Q1 | $1.31M | Buy |
21,253
+8,282
| +64% | +$511K | 0.68% | 32 |
|
|
2024
Q4 | $679K | Hold |
12,971
| – | – | 0.33% | 46 |
|
|
2024
Q3 | $415K | Buy |
12,971
+1,009
| +8% | +$32.3K | 0.21% | 64 |
|
|
2024
Q2 | $495K | Hold |
11,962
| – | – | 0.26% | 60 |
|
|
2024
Q1 | $395K | Buy |
11,962
+1,632
| +16% | +$53.9K | 0.21% | 69 |
|
|
2023
Q4 | $327K | Buy |
+10,330
| New | +$327K | 0.2% | 69 |
|
|
2023
Q3 | – | Sell |
-8,126
| Closed | -$231K | – | 91 |
|
|
2023
Q2 | $231K | Buy |
8,126
+300
| +4% | +$8.54K | 0.16% | 78 |
|
|
2023
Q1 | $248K | Hold |
7,826
| – | – | 0.18% | 73 |
|
|
2022
Q4 | $221K | Hold |
7,826
| – | – | 0.17% | 79 |
|
|
2022
Q3 | $244K | Buy |
7,826
+40
| +0.5% | +$1.25K | 0.2% | 74 |
|
|
2022
Q2 | $246K | Buy |
+7,786
| New | +$246K | 0.2% | 76 |
|
|
2022
Q1 | – | Sell |
-4,136
| Closed | -$211K | – | 103 |
|
|
2021
Q4 | $211K | Buy |
+4,136
| New | +$211K | 0.13% | 104 |
|