Kestra Private Wealth Services’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 | $2.17M | Buy |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $806K | Buy |
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|
2023
Q4 | $745K | Buy |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $257K | Buy |
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