IFP Advisors’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
Q3 | $187K | Sell |
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|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | $187K | Buy |
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|
2024
Q4 | $150K | Sell |
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|
2024
Q3 | $148K | Buy |
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|
2024
Q2 | $154K | Buy |
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|
2024
Q1 | $113K | Buy |
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|
2023
Q4 | $99K | Buy |
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|
2023
Q3 | $49.4K | Buy |
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|
2023
Q2 | $59.3K | Buy |
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|
2023
Q1 | $76.3K | Sell |
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|
2022
Q4 | $96K | Sell |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q4 | $16K | Buy |
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