UBS Group’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 | $115M | Buy |
1,675,354
+522,692
| +45% | +$35.7M | 0.02% | 707 |
|
2025
Q1 | $71.2M | Buy |
1,152,662
+51,817
| +5% | +$3.2M | 0.01% | 931 |
|
2024
Q4 | $57.7M | Buy |
1,100,845
+975,699
| +780% | +$51.1M | 0.01% | 1028 |
|
2024
Q3 | $4.01M | Sell |
125,146
-175,093
| -58% | -$5.61M | ﹤0.01% | 2464 |
|
2024
Q2 | $12.4M | Buy |
300,239
+132,523
| +79% | +$5.49M | ﹤0.01% | 1490 |
|
2024
Q1 | $5.53M | Sell |
167,716
-159,426
| -49% | -$5.26M | ﹤0.01% | 2096 |
|
2023
Q4 | $10.4M | Buy |
327,142
+182,658
| +126% | +$5.78M | ﹤0.01% | 1438 |
|
2023
Q3 | $3.36M | Buy |
144,484
+87,781
| +155% | +$2.04M | ﹤0.01% | 2148 |
|
2023
Q2 | $1.61M | Buy |
56,703
+28,271
| +99% | +$804K | ﹤0.01% | 2868 |
|
2023
Q1 | $899K | Sell |
28,432
-85,208
| -75% | -$2.7M | ﹤0.01% | 3274 |
|
2022
Q4 | $3.2M | Buy |
113,640
+50,931
| +81% | +$1.44M | ﹤0.01% | 2177 |
|
2022
Q3 | $1.95M | Buy |
62,709
+25,907
| +70% | +$807K | ﹤0.01% | 2375 |
|
2022
Q2 | $1.17M | Buy |
36,802
+11,772
| +47% | +$373K | ﹤0.01% | 2777 |
|
2022
Q1 | $1.38M | Buy |
25,030
+15,828
| +172% | +$875K | ﹤0.01% | 2955 |
|
2021
Q4 | $468K | Buy |
9,202
+8,191
| +810% | +$417K | ﹤0.01% | 4031 |
|
2021
Q3 | $44K | Buy |
+1,011
| New | +$44K | ﹤0.01% | 5329 |
|