Independent Advisor Alliance’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
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $971K | Buy |
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|
2024
Q3 | $579K | Buy |
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|
2024
Q2 | $727K | Buy |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $560K | Sell |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $435 | Buy |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $368K | Buy |
|