Creative Planning’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 | $1.02M | Sell |
14,884
-1,503
| -9% | -$103K | ﹤0.01% | 1826 |
|
|
2025
Q1 | $1.01M | Buy |
16,387
+5,225
| +47% | +$323K | ﹤0.01% | 1701 |
|
|
2024
Q4 | $585K | Sell |
11,162
-1,289
| -10% | -$67.5K | ﹤0.01% | 2077 |
|
|
2024
Q3 | $399K | Buy |
12,451
+4,778
| +62% | +$153K | ﹤0.01% | 2295 |
|
|
2024
Q2 | $318K | Buy |
7,673
+405
| +6% | +$16.8K | ﹤0.01% | 2288 |
|
|
2024
Q1 | $240K | Buy |
7,268
+10
| +0.1% | +$330 | ﹤0.01% | 2423 |
|
|
2023
Q4 | $230K | Sell |
7,258
-5,500
| -43% | -$174K | ﹤0.01% | 2294 |
|
|
2023
Q3 | $297K | Sell |
12,758
-1,173
| -8% | -$27.3K | ﹤0.01% | 1950 |
|
|
2023
Q2 | $396K | Buy |
13,931
+284
| +2% | +$8.08K | ﹤0.01% | 1703 |
|
|
2023
Q1 | $432K | Buy |
13,647
+766
| +6% | +$24.2K | ﹤0.01% | 1557 |
|
|
2022
Q4 | $363K | Buy |
12,881
+4,072
| +46% | +$115K | ﹤0.01% | 1590 |
|
|
2022
Q3 | $274K | Buy |
8,809
+200
| +2% | +$6.22K | ﹤0.01% | 1697 |
|
|
2022
Q2 | $272K | Buy |
8,609
+3,861
| +81% | +$122K | ﹤0.01% | 1675 |
|
|
2022
Q1 | $262K | Buy |
+4,748
| New | +$262K | ﹤0.01% | 1718 |
|