Keudell/Morrison Wealth Management’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 | $671K | Sell |
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|
2025
Q1 | $622K | Sell |
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|
2024
Q4 | $560K | Sell |
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|
2024
Q3 | $353K | Buy |
|
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|
2024
Q2 | $437K | Buy |
|
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|
2024
Q1 | $331K | Buy |
|
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $397K | Sell |
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|
2021
Q4 | $390K | Buy |
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|
2021
Q3 | $271K | Buy |
|