Corient Private Wealth’s Dutch Bros BROS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-19,151
Closed -$793K 2432
2024
Q2
$793K Buy
19,151
+623
+3% +$25.8K ﹤0.01% 1415
2024
Q1
$611K Buy
+18,528
New +$611K ﹤0.01% 1522