Creative Planning’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $585K | Sell |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $318K | Buy |
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|
2024
Q1 | $240K | Buy |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $432K | Buy |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $262K | Buy |
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