Wells Fargo’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 | $16M | Sell |
233,813
-11,931
| -5% | -$816K | ﹤0.01% | 1427 |
|
2025
Q1 | $15.2M | Buy |
245,744
+123,181
| +101% | +$7.61M | ﹤0.01% | 1385 |
|
2024
Q4 | $6.42M | Sell |
122,563
-43,804
| -26% | -$2.29M | ﹤0.01% | 1964 |
|
2024
Q3 | $5.33M | Buy |
166,367
+95,939
| +136% | +$3.07M | ﹤0.01% | 2079 |
|
2024
Q2 | $2.92M | Buy |
70,428
+35,892
| +104% | +$1.49M | ﹤0.01% | 2433 |
|
2024
Q1 | $1.14M | Sell |
34,536
-63,032
| -65% | -$2.08M | ﹤0.01% | 3060 |
|
2023
Q4 | $3.09M | Buy |
97,568
+58,643
| +151% | +$1.86M | ﹤0.01% | 2314 |
|
2023
Q3 | $905K | Buy |
38,925
+8,312
| +27% | +$193K | ﹤0.01% | 3151 |
|
2023
Q2 | $871K | Sell |
30,613
-147,334
| -83% | -$4.19M | ﹤0.01% | 3375 |
|
2023
Q1 | $5.63M | Sell |
177,947
-18,581
| -9% | -$588K | ﹤0.01% | 1911 |
|
2022
Q4 | $5.54M | Buy |
196,528
+3,661
| +2% | +$103K | ﹤0.01% | 1901 |
|
2022
Q3 | $6.01M | Buy |
192,867
+20,225
| +12% | +$630K | ﹤0.01% | 1776 |
|
2022
Q2 | $5.46M | Buy |
172,642
+116,250
| +206% | +$3.68M | ﹤0.01% | 1937 |
|
2022
Q1 | $3.12M | Buy |
56,392
+26,597
| +89% | +$1.47M | ﹤0.01% | 2726 |
|
2021
Q4 | $1.52M | Buy |
29,795
+10,422
| +54% | +$530K | ﹤0.01% | 3525 |
|
2021
Q3 | $840K | Buy |
+19,373
| New | +$840K | ﹤0.01% | 4114 |
|