Gradient Investments’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-805
| Closed | -$33.3K | – | 424 |
|
|
2024
Q2 | $33.3K | Hold |
805
| – | – | ﹤0.01% | 549 |
|
|
2024
Q1 | $26.6K | Sell |
805
-343
| -30% | -$11.3K | ﹤0.01% | 495 |
|
|
2023
Q4 | $36.4K | Hold |
1,148
| – | – | ﹤0.01% | 602 |
|
|
2023
Q3 | $26.7K | Sell |
1,148
-121
| -10% | -$2.81K | ﹤0.01% | 620 |
|
|
2023
Q2 | $36.1K | Hold |
1,269
| – | – | ﹤0.01% | 571 |
|
|
2023
Q1 | $40.1K | Hold |
1,269
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $35.8K | Buy |
1,269
+215
| +20% | +$6.06K | ﹤0.01% | 567 |
|
|
2022
Q3 | $33K | Sell |
1,054
-249
| -19% | -$7.8K | ﹤0.01% | 556 |
|
|
2022
Q2 | $41K | Buy |
1,303
+165
| +14% | +$5.19K | ﹤0.01% | 507 |
|
|
2022
Q1 | $63K | Buy |
1,138
+153
| +16% | +$8.47K | ﹤0.01% | 435 |
|
|
2021
Q4 | $50K | Hold |
985
| – | – | ﹤0.01% | 483 |
|
|
2021
Q3 | $43K | Buy |
+985
| New | +$43K | ﹤0.01% | 492 |
|