Chicago Partners Investment Group’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 | $460K | Sell |
7,321
-351
| -5% | -$22K | 0.01% | 637 |
|
|
2025
Q1 | $454K | Sell |
7,672
-987
| -11% | -$58.5K | 0.02% | 556 |
|
|
2024
Q4 | $487K | Buy |
8,659
+52
| +0.6% | +$2.92K | 0.02% | 517 |
|
|
2024
Q3 | $299K | Sell |
8,607
-118
| -1% | -$4.1K | 0.01% | 626 |
|
|
2024
Q2 | $335K | Buy |
8,725
+520
| +6% | +$20K | 0.01% | 561 |
|
|
2024
Q1 | $236K | Sell |
8,205
-200
| -2% | -$5.76K | 0.01% | 641 |
|
|
2023
Q4 | $231K | Buy |
+8,405
| New | +$231K | 0.01% | 609 |
|
|
2023
Q3 | – | Sell |
-7,279
| Closed | -$217K | – | 662 |
|
|
2023
Q2 | $217K | Sell |
7,279
-785
| -10% | -$23.5K | 0.01% | 613 |
|
|
2023
Q1 | $253K | Buy |
8,064
+896
| +13% | +$28.2K | 0.01% | 552 |
|
|
2022
Q4 | $279K | Buy |
+7,168
| New | +$279K | 0.02% | 496 |
|