Spire Wealth Management’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 | $303K | Buy |
4,425
+1,548
| +54% | +$106K | 0.01% | 640 |
|
|
2025
Q1 | $178K | Buy |
2,877
+2,248
| +357% | +$139K | 0.01% | 844 |
|
|
2024
Q4 | $32.9K | Sell |
629
-2,057
| -77% | -$108K | ﹤0.01% | 1441 |
|
|
2024
Q3 | $86K | Buy |
2,686
+1,271
| +90% | +$40.7K | ﹤0.01% | 957 |
|
|
2024
Q2 | $58.6K | Buy |
1,415
+1,226
| +649% | +$50.8K | ﹤0.01% | 1066 |
|
|
2024
Q1 | $6.24K | Sell |
189
-400
| -68% | -$13.2K | ﹤0.01% | 1876 |
|
|
2023
Q4 | $16.6K | Buy |
589
+75
| +15% | +$2.12K | ﹤0.01% | 1595 |
|
|
2023
Q3 | $12K | Sell |
514
-1,868
| -78% | -$43.4K | ﹤0.01% | 1677 |
|
|
2023
Q2 | $67.8K | Buy |
2,382
+2,362
| +11,810% | +$67.2K | ﹤0.01% | 1090 |
|
|
2023
Q1 | $633 | Sell |
20
-1,692
| -99% | -$53.6K | ﹤0.01% | 2448 |
|
|
2022
Q4 | $48K | Buy |
1,712
+1,550
| +957% | +$43.5K | ﹤0.01% | 1003 |
|
|
2022
Q3 | $5K | Hold |
162
| – | – | ﹤0.01% | 1728 |
|
|
2022
Q2 | $5K | Buy |
+162
| New | +$5K | ﹤0.01% | 2111 |
|