Kingsview Wealth Management’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 | $423K | Buy |
+6,186
| New | +$423K | 0.01% | 829 |
|
|
2024
Q3 | – | Sell |
-22,302
| Closed | -$923K | – | 1095 |
|
|
2024
Q2 | $923K | Buy |
+22,302
| New | +$923K | 0.02% | 535 |
|
|
2023
Q4 | – | Sell |
-12,241
| Closed | -$285K | – | 953 |
|
|
2023
Q3 | $285K | Sell |
12,241
-6,261
| -34% | -$146K | 0.01% | 764 |
|
|
2023
Q2 | $526K | Sell |
18,502
-2,112
| -10% | -$60.1K | 0.02% | 575 |
|
|
2023
Q1 | $652K | Buy |
20,614
+5,852
| +40% | +$185K | 0.03% | 504 |
|
|
2022
Q4 | $416K | Sell |
14,762
-2,360
| -14% | -$66.5K | 0.02% | 561 |
|
|
2022
Q3 | $533K | Buy |
17,122
+3,748
| +28% | +$117K | 0.03% | 483 |
|
|
2022
Q2 | $423K | Buy |
13,374
+6,700
| +100% | +$212K | 0.02% | 573 |
|
|
2022
Q1 | $369K | Sell |
6,674
-10,146
| -60% | -$561K | 0.02% | 646 |
|
|
2021
Q4 | $856K | Buy |
16,820
+8,744
| +108% | +$445K | 0.04% | 443 |
|
|
2021
Q3 | $350K | Buy |
+8,076
| New | +$350K | 0.02% | 641 |
|