Taylor Frigon Capital 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 | $2.27M | Buy |
33,224
+3,752
| +13% | +$257K | 1.21% | 37 |
|
|
2025
Q1 | $1.82M | Sell |
29,472
-33,458
| -53% | -$2.07M | 1.08% | 48 |
|
|
2024
Q4 | $3.3M | Sell |
62,930
-16,705
| -21% | -$875K | 1.67% | 14 |
|
|
2024
Q3 | $2.55M | Sell |
79,635
-33,116
| -29% | -$1.06M | 1.27% | 28 |
|
|
2024
Q2 | $4.67M | Sell |
112,751
-504
| -0.4% | -$20.9K | 2.22% | 8 |
|
|
2024
Q1 | $3.74M | Sell |
113,255
-755
| -0.7% | -$24.9K | 1.78% | 17 |
|
|
2023
Q4 | $3.61M | Sell |
114,010
-3,280
| -3% | -$104K | 1.81% | 19 |
|
|
2023
Q3 | $2.73M | Sell |
117,290
-1,507
| -1% | -$35K | 1.52% | 23 |
|
|
2023
Q2 | $3.38M | Sell |
118,797
-889
| -0.7% | -$25.3K | 1.65% | 19 |
|
|
2023
Q1 | $3.79M | Sell |
119,686
-1,529
| -1% | -$48.4K | 2.07% | 11 |
|
|
2022
Q4 | $3.42M | Buy |
121,215
+55,623
| +85% | +$1.57M | 1.94% | 13 |
|
|
2022
Q3 | $2.04M | Buy |
65,592
+1,708
| +3% | +$53.2K | 1.06% | 35 |
|
|
2022
Q2 | $2.02M | Buy |
63,884
+4,468
| +8% | +$141K | 1.05% | 36 |
|
|
2022
Q1 | $3.28M | Buy |
+59,416
| New | +$3.28M | 1.22% | 35 |
|