Householder Group Estate & Retirement Specialist’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-602
| Closed | -$19K | – | 612 |
|
|
2024
Q3 | $19K | Hold |
602
| – | – | 0.01% | 688 |
|
|
2024
Q2 | $24K | Buy |
602
+328
| +120% | +$13.1K | 0.01% | 637 |
|
|
2024
Q1 | $9.04K | Hold |
274
| – | – | ﹤0.01% | 833 |
|
|
2023
Q4 | $8K | Hold |
274
| – | – | ﹤0.01% | 805 |
|
|
2023
Q3 | $6.37K | Buy |
+274
| New | +$6.37K | ﹤0.01% | 883 |
|
|
2023
Q1 | $13K | Buy |
417
+119
| +40% | +$3.71K | 0.01% | 730 |
|
|
2022
Q4 | $8K | Hold |
298
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $9K | Buy |
+298
| New | +$9K | ﹤0.01% | 736 |
|