NewEdge 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 | $985K | Buy |
14,408
+14,288
| +11,907% | +$977K | 0.01% | 1307 |
|
|
2025
Q1 | $7.41K | Buy |
120
+50
| +71% | +$3.09K | ﹤0.01% | 3188 |
|
|
2024
Q4 | $3.67K | Hold |
70
| – | – | ﹤0.01% | 3316 |
|
|
2024
Q3 | $2.24K | Hold |
70
| – | – | ﹤0.01% | 3359 |
|
|
2024
Q2 | $2.9K | Sell |
70
-450
| -87% | -$18.6K | ﹤0.01% | 3258 |
|
|
2024
Q1 | $17.2K | Sell |
520
-140
| -21% | -$4.62K | ﹤0.01% | 2678 |
|
|
2023
Q4 | $20.9K | Hold |
660
| – | – | ﹤0.01% | 2558 |
|
|
2023
Q3 | $15.3K | Hold |
660
| – | – | ﹤0.01% | 2446 |
|
|
2023
Q2 | $18.8K | Hold |
660
| – | – | ﹤0.01% | 2400 |
|
|
2023
Q1 | $20.9K | Sell |
660
-342
| -34% | -$10.8K | ﹤0.01% | 2324 |
|
|
2022
Q4 | $9.66K | Buy |
+1,002
| New | +$9.66K | ﹤0.01% | 2383 |
|