Concurrent Investment Advisors, LLC BROS Holdings History
Concurrent Investment Advisors, LLC's Dutch Bros Inc Holding Summary
As of 2025-03-31, Concurrent Investment Advisors, LLC held 171,460.00 shares of Dutch Bros Inc(BROS), totaling $10.59 Mil. This investment constitutes 0.26% of their stock portfolio, and Concurrent Investment Advisors, LLC now holds 0.14% of the outstanding Dutch Bros Inc(BROS) stock.
The initial trade took place in 2023Q4. And since then Concurrent Investment Advisors, LLC has made 2 purchases of BROS, at an average price of $37.49, for a total of 2.07 Mil shares. In addition, there have been 3 sales at an average price of $48.90 for 1.90 Mil shares. Based on historical transaction data and BROS's current price of $64.37, Concurrent Investment Advisors, LLC's estimated gain on his BROS holdings is $26.29 Mil, reflecting a 33.84% gain to date.
Concurrent Investment Advisors, LLC BROS ($64.37) Holding Chart
Concurrent Investment Advisors, LLC BROS ($64.37) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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