Global Retirement Partners’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 | $570K | Buy |
+8,334
| New | +$570K | 0.01% | 669 |
|
|
2024
Q4 | $105K | Buy |
2,012
+675
| +50% | +$35.4K | ﹤0.01% | 1243 |
|
|
2024
Q3 | $42.8K | Buy |
1,337
+172
| +15% | +$5.51K | ﹤0.01% | 1631 |
|
|
2024
Q2 | $48.2K | Sell |
1,165
-482
| -29% | -$20K | ﹤0.01% | 1555 |
|
|
2024
Q1 | $54.4K | Hold |
1,647
| – | – | ﹤0.01% | 1379 |
|
|
2023
Q4 | $45.7K | Hold |
1,647
| – | – | ﹤0.01% | 1414 |
|
|
2023
Q3 | $39.4K | Hold |
1,647
| – | – | ﹤0.01% | 1377 |
|
|
2023
Q2 | $46.9K | Buy |
1,647
+150
| +10% | +$4.27K | ﹤0.01% | 1306 |
|
|
2023
Q1 | $46.7K | Buy |
1,497
+128
| +9% | +$3.99K | ﹤0.01% | 1275 |
|
|
2022
Q4 | $38.6K | Sell |
1,369
-200
| -13% | -$5.64K | ﹤0.01% | 1209 |
|
|
2022
Q3 | $58K | Hold |
1,569
| – | – | ﹤0.01% | 958 |
|
|
2022
Q2 | $50K | Buy |
1,569
+200
| +15% | +$6.37K | ﹤0.01% | 992 |
|
|
2022
Q1 | $41K | Buy |
+1,369
| New | +$41K | ﹤0.01% | 1070 |
|
|
2021
Q4 | – | Sell |
-124
| Closed | -$5K | – | 427 |
|
|
2021
Q3 | $5K | Buy |
+124
| New | +$5K | ﹤0.01% | 1599 |
|