Number of Shares
8,843.00
Current Holdings Value*
$638,460.00
% of Portfolio
2.26%
Total Estimate Gain
$348,096.31
% of Total Estimate Gain
26.08%

Taylor Frigon Core Growth Fund's Dutch Bros Inc Holding Summary

As of 2025-05-31, PFS FUNDS held 8,843.00 shares of Dutch Bros Inc(BROS), totaling $638,460.00. This investment constitutes 2.26% of their stock portfolio, and PFS FUNDS now holds 0.01% of the outstanding Dutch Bros Inc(BROS) stock.

The initial trade took place in 2022Q2. And since then Taylor Frigon Core Growth Fund has made 4 purchases of BROS, at an average price of $41.50, for a total of 32,161.00 shares. In addition, there have been 4 sales at an average price of $47.71 for 23,318.00 shares. Based on historical transaction data and BROS's current price of $64.50, Taylor Frigon Core Growth Fund's estimated gain on his BROS holdings is $348,096.31, reflecting a 26.08% gain to date.

Taylor Frigon Core Growth Fund BROS ($64.50) Holding Chart

Taylor Frigon Core Growth Fund BROS ($64.50) 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 %

Top Ranked Articles

  • 1