TRUE Private Wealth Advisors’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 | $4.19M | Sell |
61,313
-332
| -0.5% | -$22.7K | 0.47% | 38 |
|
|
2025
Q1 | $3.81M | Sell |
61,645
-7,752
| -11% | -$479K | 0.46% | 39 |
|
|
2024
Q4 | $3.64M | Sell |
69,397
-1,000
| -1% | -$52.4K | 0.44% | 41 |
|
|
2024
Q3 | $2.25M | Sell |
70,397
-2,600
| -4% | -$83.3K | 0.27% | 58 |
|
|
2024
Q2 | $3.02M | Sell |
72,997
-960
| -1% | -$39.7K | 0.34% | 52 |
|
|
2024
Q1 | $2.44M | Sell |
73,957
-3,125
| -4% | -$103K | 0.28% | 58 |
|
|
2023
Q4 | $2.44M | Sell |
77,082
-3,120
| -4% | -$98.8K | 0.31% | 55 |
|
|
2023
Q3 | $1.86M | Sell |
80,202
-948
| -1% | -$22K | 0.26% | 65 |
|
|
2023
Q2 | $2.31M | Buy |
81,150
+1,326
| +2% | +$37.7K | 0.34% | 52 |
|
|
2023
Q1 | $2.52M | Sell |
79,824
-207
| -0.3% | -$6.55K | 0.37% | 47 |
|
|
2022
Q4 | $2.26M | Sell |
80,031
-8,044
| -9% | -$227K | 0.35% | 48 |
|
|
2022
Q3 | $2.74M | Buy |
88,075
+54,460
| +162% | +$1.7M | 0.42% | 40 |
|
|
2022
Q2 | $1.06M | Buy |
33,615
+10,496
| +45% | +$332K | 0.15% | 73 |
|
|
2022
Q1 | $1.14M | Buy |
23,119
+3,930
| +20% | +$193K | 0.16% | 78 |
|
|
2021
Q4 | $976K | Buy |
19,189
+5,469
| +40% | +$278K | 0.14% | 92 |
|
|
2021
Q3 | $594K | Buy |
+13,720
| New | +$594K | 0.09% | 136 |
|