Cornerstone Planning Group’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
$747 Buy
+13
New +$747 ﹤0.01% 1184
2023
Q3
Sell
-19
Closed -$541 1224
2023
Q2
$541 Buy
+19
New +$541 ﹤0.01% 1447