U.S. Capital 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 | $233K | Buy |
+3,404
| New | +$233K | 0.01% | 792 |
|
|
2025
Q1 | – | Sell |
-8,400
| Closed | -$440K | – | 837 |
|
|
2024
Q4 | $440K | Sell |
8,400
-2,700
| -24% | -$141K | 0.01% | 592 |
|
|
2024
Q3 | $356K | Hold |
11,100
| – | – | 0.01% | 551 |
|
|
2024
Q2 | $460K | Buy |
11,100
+1,800
| +19% | +$74.5K | 0.02% | 474 |
|
|
2024
Q1 | $307K | Buy |
+9,300
| New | +$307K | 0.01% | 565 |
|
|
2023
Q4 | – | Sell |
-19,250
| Closed | -$448K | – | 664 |
|
|
2023
Q3 | $448K | Buy |
19,250
+9,750
| +103% | +$227K | 0.02% | 449 |
|
|
2023
Q2 | $270K | Buy |
9,500
+200
| +2% | +$5.69K | 0.01% | 559 |
|
|
2023
Q1 | $294K | Sell |
9,300
-200
| -2% | -$6.33K | 0.01% | 542 |
|
|
2022
Q4 | $268K | Sell |
9,500
-4,250
| -31% | -$120K | 0.01% | 555 |
|
|
2022
Q3 | $428K | Buy |
13,750
+1,500
| +12% | +$46.7K | 0.02% | 467 |
|
|
2022
Q2 | $388K | Buy |
12,250
+2,350
| +24% | +$74.4K | 0.02% | 512 |
|
|
2022
Q1 | $547K | Buy |
9,900
+2,550
| +35% | +$141K | 0.02% | 496 |
|
|
2021
Q4 | $374K | Buy |
+7,350
| New | +$374K | 0.01% | 564 |
|