OIM
Orca Investment Management’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
17,803
+56
| +0.3% | +$3.83K | 1.1% | 29 |
|
|
2025
Q1 | $1.1M | Sell |
17,747
-378
| -2% | -$23.3K | 1.1% | 29 |
|
|
2024
Q4 | $949K | Sell |
18,125
-427
| -2% | -$22.4K | 0.89% | 30 |
|
|
2024
Q3 | $594K | Buy |
18,552
+1,181
| +7% | +$37.8K | 0.54% | 41 |
|
|
2024
Q2 | $719K | Sell |
17,371
-547
| -3% | -$22.6K | 0.69% | 33 |
|
|
2024
Q1 | $591K | Sell |
17,918
-651
| -4% | -$21.5K | 0.55% | 40 |
|
|
2023
Q4 | $588K | Buy |
18,569
+1,725
| +10% | +$54.6K | 0.56% | 43 |
|
|
2023
Q3 | $392K | Buy |
16,844
+1,847
| +12% | +$42.9K | 0.43% | 50 |
|
|
2023
Q2 | $427K | Sell |
14,997
-365
| -2% | -$10.4K | 0.46% | 49 |
|
|
2023
Q1 | $486K | Sell |
15,362
-93
| -0.6% | -$2.94K | 0.6% | 43 |
|
|
2022
Q4 | $436K | Sell |
15,455
-92
| -0.6% | -$2.59K | 0.55% | 49 |
|
|
2022
Q3 | $484K | Sell |
15,547
-1,206
| -7% | -$37.5K | 0.63% | 41 |
|
|
2022
Q2 | $530K | Buy |
+16,753
| New | +$530K | 0.49% | 44 |
|