Sittner & Nelson’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 | $435K | Buy |
6,365
+400
| +7% | +$27.3K | 0.18% | 92 |
|
|
2025
Q1 | $368K | Buy |
5,965
+100
| +2% | +$6.17K | 0.16% | 96 |
|
|
2024
Q4 | $307K | Buy |
5,865
+400
| +7% | +$21K | 0.13% | 98 |
|
|
2024
Q3 | $175K | Buy |
5,465
+70
| +1% | +$2.24K | 0.08% | 140 |
|
|
2024
Q2 | $223K | Hold |
5,395
| – | – | 0.11% | 104 |
|
|
2024
Q1 | $178K | Sell |
5,395
-400
| -7% | -$13.2K | 0.09% | 129 |
|
|
2023
Q4 | $184K | Buy |
5,795
+100
| +2% | +$3.17K | 0.1% | 117 |
|
|
2023
Q3 | $132K | Buy |
5,695
+325
| +6% | +$7.56K | 0.08% | 136 |
|
|
2023
Q2 | $153K | Sell |
5,370
-100
| -2% | -$2.85K | 0.08% | 126 |
|
|
2023
Q1 | $173K | Sell |
5,470
-340
| -6% | -$10.8K | 0.1% | 120 |
|
|
2022
Q4 | $164K | Buy |
5,810
+500
| +9% | +$14.1K | 0.1% | 125 |
|
|
2022
Q3 | $165K | Buy |
5,310
+2,390
| +82% | +$74.3K | 0.11% | 116 |
|
|
2022
Q2 | $92K | Hold |
2,920
| – | – | 0.06% | 154 |
|
|
2022
Q1 | $161K | Buy |
2,920
+2,500
| +595% | +$138K | 0.09% | 115 |
|
|
2021
Q4 | $21K | Buy |
420
+220
| +110% | +$11K | 0.01% | 266 |
|
|
2021
Q3 | $9K | Buy |
+200
| New | +$9K | 0.01% | 327 |
|