Valley National Advisers’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 | $22K | Sell |
323
-37
| -10% | -$2.52K | ﹤0.01% | 471 |
|
|
2025
Q1 | $22K | Sell |
360
-22
| -6% | -$1.34K | ﹤0.01% | 471 |
|
|
2024
Q4 | $20K | Hold |
382
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $12K | Buy |
382
+37
| +11% | +$1.16K | ﹤0.01% | 498 |
|
|
2024
Q2 | $14K | Sell |
345
-262
| -43% | -$10.6K | ﹤0.01% | 556 |
|
|
2024
Q1 | $20K | Buy |
607
+42
| +7% | +$1.38K | ﹤0.01% | 522 |
|
|
2023
Q4 | $17K | Hold |
565
| – | – | ﹤0.01% | 563 |
|
|
2023
Q3 | $13K | Hold |
565
| – | – | ﹤0.01% | 558 |
|
|
2023
Q2 | $17K | Hold |
565
| – | – | ﹤0.01% | 527 |
|
|
2023
Q1 | $18K | Buy |
565
+83
| +17% | +$2.64K | ﹤0.01% | 511 |
|
|
2022
Q4 | $17K | Sell |
482
-18
| -4% | -$635 | ﹤0.01% | 507 |
|
|
2022
Q3 | $17K | Buy |
500
+200
| +67% | +$6.8K | ﹤0.01% | 520 |
|
|
2022
Q2 | $10K | Buy |
300
+200
| +200% | +$6.67K | ﹤0.01% | 564 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 670 |
|
|
2021
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 679 |
|