Clearstead Advisors’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 | $32.1K | Sell |
470
-338
| -42% | -$23.1K | ﹤0.01% | 1431 |
|
|
2025
Q1 | $49.9K | Buy |
808
+478
| +145% | +$29.5K | ﹤0.01% | 1175 |
|
|
2024
Q4 | $17.3K | Buy |
330
+34
| +11% | +$1.78K | ﹤0.01% | 1428 |
|
|
2024
Q3 | $9.48K | Buy |
296
+196
| +196% | +$6.28K | ﹤0.01% | 1590 |
|
|
2024
Q2 | $4.14K | Hold |
100
| – | – | ﹤0.01% | 1713 |
|
|
2024
Q1 | $3.52K | Buy |
+100
| New | +$3.52K | ﹤0.01% | 1226 |
|
|
2023
Q4 | – | Sell |
-110
| Closed | -$2.56K | – | 1534 |
|
|
2023
Q3 | $2.56K | Buy |
110
+55
| +100% | +$1.28K | ﹤0.01% | 1364 |
|
|
2023
Q2 | $1.57K | Hold |
55
| – | – | ﹤0.01% | 1195 |
|
|
2023
Q1 | $1.74K | Hold |
55
| – | – | ﹤0.01% | 1161 |
|
|
2022
Q4 | $1.55K | Hold |
55
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 1066 |
|
|
2022
Q2 | $2K | Buy |
55
+4
| +8% | +$145 | ﹤0.01% | 1091 |
|
|
2022
Q1 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 1136 |
|