Continuum Advisory’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 | – | Sell |
-286
| Closed | -$17.7K | – | 558 |
|
2025
Q1 | $17.7K | Hold |
286
| – | – | ﹤0.01% | 881 |
|
2024
Q4 | $15K | Hold |
286
| – | – | ﹤0.01% | 905 |
|
2024
Q3 | $13.4K | Sell |
286
-94
| -25% | -$4.41K | ﹤0.01% | 928 |
|
2024
Q2 | $15.7K | Hold |
380
| – | – | ﹤0.01% | 838 |
|
2024
Q1 | $12.5K | Buy |
+380
| New | +$12.5K | ﹤0.01% | 894 |
|