KMWM
Keudell/Morrison Wealth Management’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
9,820
-260
| -3% | -$17.8K | 0.15% | 93 |
|
|
2025
Q1 | $622K | Sell |
10,080
-611
| -6% | -$37.7K | 0.15% | 94 |
|
|
2024
Q4 | $560K | Sell |
10,691
-345
| -3% | -$18.1K | 0.15% | 98 |
|
|
2024
Q3 | $353K | Buy |
11,036
+490
| +5% | +$15.7K | 0.1% | 145 |
|
|
2024
Q2 | $437K | Buy |
10,546
+524
| +5% | +$21.7K | 0.13% | 126 |
|
|
2024
Q1 | $331K | Buy |
10,022
+300
| +3% | +$9.9K | 0.1% | 150 |
|
|
2023
Q4 | $308K | Buy |
9,722
+391
| +4% | +$12.4K | 0.1% | 149 |
|
|
2023
Q3 | $217K | Buy |
9,331
+94
| +1% | +$2.19K | 0.07% | 170 |
|
|
2023
Q2 | $263K | Buy |
+9,237
| New | +$263K | 0.08% | 158 |
|
|
2022
Q4 | – | Sell |
-8,001
| Closed | -$249K | – | 189 |
|
|
2022
Q3 | $249K | Buy |
8,001
+360
| +5% | +$11.2K | 0.09% | 155 |
|
|
2022
Q2 | $242K | Buy |
7,641
+450
| +6% | +$14.3K | 0.09% | 153 |
|
|
2022
Q1 | $397K | Sell |
7,191
-465
| -6% | -$25.7K | 0.17% | 119 |
|
|
2021
Q4 | $390K | Buy |
7,656
+1,411
| +23% | +$71.9K | 0.15% | 117 |
|
|
2021
Q3 | $271K | Buy |
+6,245
| New | +$271K | 0.12% | 142 |
|