CIA
Concurrent Investment Advisors’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
170,901
-559
| -0.3% | -$38.2K | 0.23% | 99 |
|
|
2025
Q1 | $10.6M | Sell |
171,460
-857,145
| -83% | -$52.9M | 0.26% | 91 |
|
|
2024
Q4 | $53.9M | Buy |
1,028,605
+782,164
| +317% | +$41M | 1.45% | 10 |
|
|
2024
Q3 | $7.89M | Sell |
246,441
-993,958
| -80% | -$31.8M | 0.23% | 98 |
|
|
2024
Q2 | $51.4M | Buy |
1,240,399
+1,109,370
| +847% | +$45.9M | 1.69% | 6 |
|
|
2024
Q1 | $4.32M | Sell |
131,029
-50,090
| -28% | -$1.65M | 0.17% | 132 |
|
|
2023
Q4 | $5.74M | Buy |
+181,119
| New | +$5.74M | 0.27% | 83 |
|