UBS AM’s Dutch Bros BROS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.8M Sell
2025
Q2
$32.9M Buy
2025
Q1
$18.9M Buy
2024
Q4
$14.8M Buy
2024
Q3
$6.82M Buy
2024
Q2
$6.38M Buy
2024
Q1
$1.94M Hold
2023
Q4
$1.86M Buy
2023
Q3
$905K Buy
2023
Q2
$679K Hold
2023
Q1
$679K Sell
2022
Q4
$841K Buy
2022
Q3
$621K Buy
2022
Q2
$613K Buy
2022
Q1
$269K Buy