CIBC Private Wealth Group’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
5,610
-31
| -0.5% | -$2.12K | ﹤0.01% | 900 |
|
|
2025
Q1 | $297K | Buy |
5,641
+3,541
| +169% | +$186K | ﹤0.01% | 957 |
|
|
2024
Q4 | $118K | Sell |
2,100
-200
| -9% | -$11.2K | ﹤0.01% | 1358 |
|
|
2024
Q3 | $73.7K | Hold |
2,300
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q2 | $98.5K | Sell |
2,300
-26
| -1% | -$1.11K | ﹤0.01% | 1404 |
|
|
2024
Q1 | $76.6K | Buy |
+2,326
| New | +$76.6K | ﹤0.01% | 1504 |
|
|
2023
Q4 | – | Sell |
-12,796
| Closed | -$298K | – | 1151 |
|
|
2023
Q3 | $298K | Sell |
12,796
-4
| -0% | -$93 | ﹤0.01% | 891 |
|
|
2023
Q2 | $364K | Sell |
12,800
-5,200
| -29% | -$148K | ﹤0.01% | 745 |
|
|
2023
Q1 | $569K | Buy |
18,000
+2,285
| +15% | +$72.3K | ﹤0.01% | 686 |
|
|
2022
Q4 | $443 | Buy |
15,715
+1,000
| +7% | +$28 | ﹤0.01% | 797 |
|
|
2022
Q3 | $458K | Buy |
14,715
+200
| +1% | +$6.23K | ﹤0.01% | 719 |
|
|
2022
Q2 | $459K | Buy |
14,515
+3,184
| +28% | +$101K | ﹤0.01% | 717 |
|
|
2022
Q1 | $626K | Buy |
11,331
+6,406
| +130% | +$354K | ﹤0.01% | 706 |
|
|
2021
Q4 | $251K | Buy |
+4,925
| New | +$251K | ﹤0.01% | 925 |
|