Independent Advisor Alliance’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 | $1.42M | Buy |
20,802
+1,060
| +5% | +$72.5K | 0.04% | 345 |
|
|
2025
Q1 | $1.22M | Buy |
19,742
+1,207
| +7% | +$74.5K | 0.04% | 338 |
|
|
2024
Q4 | $971K | Buy |
18,535
+462
| +3% | +$24.2K | 0.01% | 737 |
|
|
2024
Q3 | $579K | Buy |
18,073
+501
| +3% | +$16K | 0.02% | 432 |
|
|
2024
Q2 | $727K | Buy |
17,572
+870
| +5% | +$36K | 0.02% | 387 |
|
|
2024
Q1 | $551K | Buy |
16,702
+25
| +0.1% | +$825 | 0.02% | 431 |
|
|
2023
Q4 | $528K | Buy |
16,677
+245
| +1% | +$7.76K | 0.02% | 430 |
|
|
2023
Q3 | $382K | Sell |
16,432
-3,263
| -17% | -$75.9K | 0.02% | 465 |
|
|
2023
Q2 | $560K | Sell |
19,695
-234
| -1% | -$6.66K | 0.02% | 406 |
|
|
2023
Q1 | $630K | Buy |
19,929
+4,502
| +29% | +$142K | 0.03% | 374 |
|
|
2022
Q4 | $435 | Buy |
15,427
+541
| +4% | +$15 | ﹤0.01% | 352 |
|
|
2022
Q3 | $464K | Buy |
14,886
+2,700
| +22% | +$84.2K | 0.03% | 390 |
|
|
2022
Q2 | $386K | Buy |
+12,186
| New | +$386K | 0.02% | 433 |
|
|
2022
Q1 | – | Sell |
-7,220
| Closed | -$368K | – | 673 |
|
|
2021
Q4 | $368K | Buy |
+7,220
| New | +$368K | 0.02% | 468 |
|