Inspire Advisors’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 | $835K | Buy |
12,206
+1,236
| +11% | +$84.5K | 0.09% | 175 |
|
|
2025
Q1 | $677K | Sell |
10,970
-5,197
| -32% | -$321K | 0.08% | 176 |
|
|
2024
Q4 | $847K | Sell |
16,167
-7,266
| -31% | -$381K | 0.1% | 130 |
|
|
2024
Q3 | $751K | Buy |
23,433
+7,331
| +46% | +$235K | 0.09% | 142 |
|
|
2024
Q2 | $667K | Buy |
16,102
+92
| +0.6% | +$3.81K | 0.09% | 147 |
|
|
2024
Q1 | $528K | Buy |
16,010
+1,067
| +7% | +$35.2K | 0.07% | 198 |
|
|
2023
Q4 | $473K | Buy |
14,943
+308
| +2% | +$9.75K | 0.07% | 194 |
|
|
2023
Q3 | $340K | Buy |
14,635
+3,507
| +32% | +$81.5K | 0.06% | 182 |
|
|
2023
Q2 | $317K | Buy |
11,128
+848
| +8% | +$24.1K | 0.06% | 157 |
|
|
2023
Q1 | $325K | Buy |
10,280
+2,038
| +25% | +$64.5K | 0.07% | 100 |
|
|
2022
Q4 | $232K | Buy |
8,242
+132
| +2% | +$3.72K | 0.06% | 140 |
|
|
2022
Q3 | $253K | Buy |
+8,110
| New | +$253K | 0.07% | 84 |
|