Wealth Management Partners’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,859
| Closed | -$532K | – | 113 |
|
|
2024
Q2 | $532K | Sell |
12,859
-5,931
| -32% | -$246K | 0.26% | 62 |
|
|
2024
Q1 | $620K | Buy |
18,790
+756
| +4% | +$24.9K | 0.31% | 64 |
|
|
2023
Q4 | $571K | Sell |
18,034
-5,618
| -24% | -$178K | 0.32% | 63 |
|
|
2023
Q3 | $550K | Buy |
23,652
+172
| +0.7% | +$4K | 0.34% | 60 |
|
|
2023
Q2 | $668K | Hold |
23,480
| – | – | 0.42% | 51 |
|
|
2023
Q1 | $743K | Buy |
23,480
+480
| +2% | +$15.2K | 0.52% | 43 |
|
|
2022
Q4 | $645K | Hold |
23,000
| – | – | 0.54% | 44 |
|
|
2022
Q3 | $710K | Buy |
23,000
+1,000
| +5% | +$30.9K | 0.62% | 44 |
|
|
2022
Q2 | $691K | Buy |
+22,000
| New | +$691K | 0.6% | 40 |
|
|
2022
Q1 | – | Sell |
-15,000
| Closed | -$764K | – | 115 |
|
|
2021
Q4 | $764K | Buy |
+15,000
| New | +$764K | 0.52% | 46 |
|