Mercer Global Advisors’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 | $1.66M | Buy |
24,365
+15,420
| +172% | +$1.05M | ﹤0.01% | 935 |
|
|
2025
Q1 | $552K | Buy |
8,945
+3,591
| +67% | +$222K | ﹤0.01% | 1414 |
|
|
2024
Q4 | $280K | Buy |
+5,354
| New | +$280K | ﹤0.01% | 1789 |
|
|
2024
Q3 | – | Sell |
-3,549
| Closed | -$457K | – | 1965 |
|
|
2024
Q2 | $457K | Buy |
+3,549
| New | +$457K | ﹤0.01% | 1352 |
|