EverSource Wealth Advisors’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 | $29.8K | Buy |
436
+113
| +35% | +$7.73K | ﹤0.01% | 1975 |
|
|
2025
Q1 | $19.9K | Buy |
323
+235
| +267% | +$14.5K | ﹤0.01% | 1688 |
|
|
2024
Q4 | $4.61K | Buy |
88
+15
| +21% | +$786 | ﹤0.01% | 2384 |
|
|
2024
Q3 | $2.34K | Hold |
73
| – | – | ﹤0.01% | 2498 |
|
|
2024
Q2 | $2.79K | Hold |
73
| – | – | ﹤0.01% | 2439 |
|
|
2024
Q1 | $2.06K | Sell |
73
-39
| -35% | -$1.1K | ﹤0.01% | 2378 |
|
|
2023
Q4 | $3.55K | Buy |
112
+42
| +60% | +$1.33K | ﹤0.01% | 1993 |
|
|
2023
Q3 | $1.63K | Sell |
70
-175
| -71% | -$4.07K | ﹤0.01% | 2074 |
|
|
2023
Q2 | $6.97K | Buy |
245
+70
| +40% | +$1.99K | ﹤0.01% | 1594 |
|
|
2023
Q1 | $5.54K | Hold |
175
| – | – | ﹤0.01% | 1608 |
|
|
2022
Q4 | $4.93K | Buy |
+175
| New | +$4.93K | ﹤0.01% | 1605 |
|