WCA
Waratah Capital Advisors’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-379,360
| Closed | -$12.2M | – | 121 |
|
|
2024
Q3 | $12.2M | Sell |
379,360
-1,682,515
| -82% | -$53.9M | 0.24% | 43 |
|
|
2024
Q2 | $85.4M | Buy |
+2,061,875
| New | +$85.4M | 3.13% | 2 |
|
|
2022
Q2 | – | Sell |
-34,264
| Closed | -$1.89M | – | 149 |
|
|
2022
Q1 | $1.89M | Sell |
34,264
-24,063
| -41% | -$1.33M | 0.03% | 108 |
|
|
2021
Q4 | $2.97M | Buy |
+58,327
| New | +$2.97M | 0.05% | 100 |
|