Venturi Wealth Management’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-45
| Closed | -$2.36K | – | 735 |
|
|
2024
Q4 | $2.36K | Hold |
45
| – | – | ﹤0.01% | 1828 |
|
|
2024
Q3 | $1.44K | Hold |
45
| – | – | ﹤0.01% | 1718 |
|
|
2024
Q2 | $1.86K | Hold |
45
| – | – | ﹤0.01% | 1374 |
|
|
2024
Q1 | $1.49K | Hold |
45
| – | – | ﹤0.01% | 1295 |
|
|
2023
Q4 | $1.43K | Hold |
45
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q3 | $1.05K | Hold |
45
| – | – | ﹤0.01% | 1293 |
|
|
2023
Q2 | $1.28K | Buy |
+45
| New | +$1.28K | ﹤0.01% | 987 |
|