IMS Capital Management’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 | $3.01M | Buy |
44,056
+7,004
| +19% | +$479K | 1.41% | 16 |
|
|
2025
Q1 | $2.29M | Sell |
37,052
-1,066
| -3% | -$65.8K | 1.15% | 23 |
|
|
2024
Q4 | $2M | Sell |
38,118
-55
| -0.1% | -$2.88K | 0.93% | 33 |
|
|
2024
Q3 | $1.22M | Buy |
38,173
+2
| +0% | +$64 | 0.55% | 49 |
|
|
2024
Q2 | $1.17M | Sell |
38,171
-338
| -0.9% | -$10.4K | 0.55% | 49 |
|
|
2024
Q1 | $1.27M | Buy |
38,509
+6
| +0% | +$198 | 0.59% | 48 |
|
|
2023
Q4 | $1.22M | Buy |
+38,503
| New | +$1.22M | 0.6% | 46 |
|