TWM
Triton Wealth Management’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
+8,072
| New | +$472K | 0.2% | 59 |
|
|
2024
Q4 | $284K | Hold |
8,070
| – | – | 0.15% | 73 |
|
|
2024
Q3 | $261K | Sell |
8,070
-200
| -2% | -$6.48K | 0.15% | 73 |
|
|
2024
Q2 | $323K | Sell |
8,270
-337
| -4% | -$13.1K | 0.19% | 58 |
|
|
2024
Q1 | $244K | Sell |
8,607
-1,700
| -16% | -$48.1K | 0.17% | 65 |
|
|
2023
Q4 | $318K | Buy |
10,307
+197
| +2% | +$6.08K | 0.21% | 49 |
|
|
2023
Q3 | $267K | Hold |
10,110
| – | – | 0.18% | 55 |
|
|
2023
Q2 | $303K | Sell |
10,110
-53
| -0.5% | -$1.59K | 0.17% | 59 |
|
|
2023
Q1 | $295K | Sell |
10,163
-506
| -5% | -$14.7K | 0.18% | 52 |
|
|
2022
Q4 | $370K | Sell |
10,669
-2,415
| -18% | -$83.7K | 0.22% | 45 |
|
|
2022
Q3 | $433K | Sell |
13,084
-600
| -4% | -$19.9K | 0.26% | 38 |
|
|
2022
Q2 | $535K | Sell |
13,684
-535
| -4% | -$20.9K | 0.38% | 36 |
|
|
2022
Q1 | $776K | Hold |
14,219
| – | – | 0.4% | 32 |
|
|
2021
Q4 | $776K | Sell |
14,219
-323
| -2% | -$17.6K | 0.4% | 32 |
|
|
2021
Q3 | $842K | Buy |
+14,542
| New | +$842K | 0.4% | 31 |
|