WF
WoodTrust Financial’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
7,000
-1,100
| -14% | -$75.3K | 0.06% | 106 |
|
|
2025
Q1 | $500K | Sell |
8,100
-2,000
| -20% | -$123K | 0.07% | 115 |
|
|
2024
Q4 | $529K | Hold |
10,100
| – | – | 0.07% | 114 |
|
|
2024
Q3 | $324K | Hold |
10,100
| – | – | 0.05% | 136 |
|
|
2024
Q2 | $418K | Hold |
10,100
| – | – | 0.07% | 121 |
|
|
2024
Q1 | $333 | Buy |
10,100
+1,550
| +18% | +$51 | 0.05% | 132 |
|
|
2023
Q4 | $271K | Buy |
+8,550
| New | +$271K | 0.05% | 142 |
|