Newbridge Financial Services Group’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 | $321K | Hold |
4,700
| – | – | 0.05% | 235 |
|
|
2025
Q1 | $290K | Hold |
4,700
| – | – | 0.07% | 158 |
|
|
2024
Q4 | $246K | Hold |
4,700
| – | – | 0.06% | 185 |
|
|
2024
Q3 | $151K | Hold |
4,700
| – | – | 0.05% | 176 |
|
|
2024
Q2 | $195K | Hold |
4,700
| – | – | 0.07% | 188 |
|
|
2024
Q1 | $155K | Buy |
+4,700
| New | +$155K | 0.07% | 229 |
|
|
2023
Q4 | – | Sell |
-4,700
| Closed | -$109K | – | 1187 |
|
|
2023
Q3 | $109K | Buy |
4,700
+2,700
| +135% | +$62.8K | 0.05% | 275 |
|
|
2023
Q2 | $56.9K | Hold |
2,000
| – | – | 0.03% | 424 |
|
|
2023
Q1 | $63.3K | Hold |
2,000
| – | – | 0.03% | 409 |
|
|
2022
Q4 | $56.4K | Hold |
2,000
| – | – | 0.03% | 429 |
|
|
2022
Q3 | $62K | Hold |
2,000
| – | – | 0.04% | 402 |
|
|
2022
Q2 | $63K | Buy |
2,000
+1,000
| +100% | +$31.5K | 0.04% | 355 |
|
|
2022
Q1 | $55K | Hold |
1,000
| – | – | 0.03% | 452 |
|
|
2021
Q4 | $51K | Buy |
+1,000
| New | +$51K | 0.02% | 452 |
|