Private Wealth Advisors (California)’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-44,233
| Closed | -$1.85M | – | 77 |
|
|
2024
Q2 | $1.85M | Buy |
44,233
+153
| +0.3% | +$6.4K | 0.71% | 40 |
|
|
2024
Q1 | $1.45M | Sell |
44,080
-3,195
| -7% | -$105K | 0.59% | 43 |
|
|
2023
Q4 | $1.5M | Sell |
47,275
-1,326
| -3% | -$42K | 0.58% | 39 |
|
|
2023
Q3 | $1.13M | Sell |
48,601
-69
| -0.1% | -$1.6K | 0.48% | 42 |
|
|
2023
Q2 | $1.38M | Buy |
48,670
+271
| +0.6% | +$7.71K | 0.57% | 36 |
|
|
2023
Q1 | $1.53M | Sell |
48,399
-394
| -0.8% | -$12.5K | 0.64% | 37 |
|
|
2022
Q4 | $1.38M | Buy |
48,793
+212
| +0.4% | +$5.98K | 0.46% | 36 |
|
|
2022
Q3 | $1.51M | Buy |
48,581
+171
| +0.4% | +$5.33K | 0.7% | 36 |
|
|
2022
Q2 | $2.24M | Buy |
+48,410
| New | +$2.24M | 0.83% | 32 |
|