VHAM
Van Hulzen Asset Management’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
7,010
-170
| -2% | -$11.6K | 0.04% | 219 |
|
|
2025
Q1 | $443K | Sell |
7,180
-3,990
| -36% | -$246K | 0.04% | 222 |
|
|
2024
Q4 | $585K | Sell |
11,170
-1,200
| -10% | -$62.9K | 0.04% | 209 |
|
|
2024
Q3 | $396K | Hold |
12,370
| – | – | 0.03% | 234 |
|
|
2024
Q2 | $512K | Buy |
12,370
+180
| +1% | +$7.45K | 0.03% | 203 |
|
|
2024
Q1 | $402K | Buy |
12,190
+300
| +3% | +$9.89K | 0.03% | 236 |
|
|
2023
Q4 | $377K | Buy |
11,890
+1,910
| +19% | +$60.6K | 0.03% | 247 |
|
|
2023
Q3 | $232K | Buy |
9,980
+1,500
| +18% | +$34.9K | 0.02% | 276 |
|
|
2023
Q2 | $241K | Buy |
8,480
+1,350
| +19% | +$38.4K | 0.02% | 271 |
|
|
2023
Q1 | $226K | Buy |
+7,130
| New | +$226K | 0.02% | 261 |
|
|
2022
Q4 | – | Sell |
-6,620
| Closed | -$206K | – | 285 |
|
|
2022
Q3 | $206K | Sell |
6,620
-80
| -1% | -$2.49K | 0.03% | 254 |
|
|
2022
Q2 | $212K | Buy |
6,700
+3,000
| +81% | +$94.9K | 0.03% | 266 |
|
|
2022
Q1 | $204K | Buy |
+3,700
| New | +$204K | 0.02% | 290 |
|