Level Four Advisory Services’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 | $546K | Buy |
7,990
+506
| +7% | +$34.6K | 0.02% | 499 |
|
2025
Q1 | $462K | Buy |
7,484
+691
| +10% | +$42.7K | 0.02% | 520 |
|
2024
Q4 | $356K | Buy |
6,793
+392
| +6% | +$20.5K | 0.01% | 574 |
|
2024
Q3 | $212K | Buy |
6,401
+87
| +1% | +$2.88K | 0.01% | 718 |
|
2024
Q2 | $261K | Buy |
+6,314
| New | +$261K | 0.01% | 649 |
|
2022
Q2 | – | Sell |
-4,646
| Closed | -$257K | – | 571 |
|
2022
Q1 | $257K | Buy |
4,646
+261
| +6% | +$14.4K | 0.02% | 544 |
|
2021
Q4 | $223K | Buy |
+4,385
| New | +$223K | 0.02% | 582 |
|