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