Stone House Investment 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 | $59.7K | Hold |
873
| – | – | 0.01% | 141 |
|
|
2025
Q1 | $53.9K | Buy |
+873
| New | +$53.9K | 0.01% | 140 |
|
|
2024
Q4 | – | Sell |
-873
| Closed | -$28K | – | 88 |
|
|
2024
Q3 | $28K | Hold |
873
| – | – | 0.01% | 154 |
|
|
2024
Q2 | $36.1K | Hold |
873
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $28.8K | Buy |
873
+46
| +6% | +$1.52K | 0.01% | 165 |
|
|
2023
Q4 | $26.2K | Buy |
827
+225
| +37% | +$7.13K | 0.01% | 112 |
|
|
2023
Q3 | $14K | Hold |
602
| – | – | ﹤0.01% | 138 |
|
|
2023
Q2 | $17.1K | Buy |
602
+187
| +45% | +$5.32K | 0.01% | 126 |
|
|
2023
Q1 | $13.1K | Buy |
+415
| New | +$13.1K | ﹤0.01% | 141 |
|