CCM
Coldstream Capital Management’s McKesson MCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
3,683
+224
| +6% | +$164K | 0.04% | 214 |
|
|
2025
Q1 | $2.33M | Buy |
3,459
+45
| +1% | +$30.3K | 0.05% | 220 |
|
|
2024
Q4 | $1.95M | Buy |
3,414
+122
| +4% | +$69.5K | 0.04% | 250 |
|
|
2024
Q3 | $1.66M | Buy |
3,292
+325
| +11% | +$164K | 0.04% | 270 |
|
|
2024
Q2 | $1.73M | Buy |
2,967
+41
| +1% | +$23.9K | 0.04% | 235 |
|
|
2024
Q1 | $1.57M | Buy |
2,926
+213
| +8% | +$114K | 0.04% | 250 |
|
|
2023
Q4 | $1.26M | Buy |
2,713
+543
| +25% | +$251K | 0.04% | 253 |
|
|
2023
Q3 | $944K | Sell |
2,170
-87
| -4% | -$37.8K | 0.03% | 272 |
|
|
2023
Q2 | $964K | Buy |
2,257
+52
| +2% | +$22.2K | 0.03% | 273 |
|
|
2023
Q1 | $785K | Buy |
2,205
+79
| +4% | +$28.1K | 0.03% | 314 |
|
|
2022
Q4 | $797K | Buy |
+2,126
| New | +$797K | 0.03% | 302 |
|
|
2022
Q2 | $609K | Buy |
1,868
+277
| +17% | +$90.3K | 0.02% | 337 |
|
|
2022
Q1 | $487K | Sell |
1,591
-129
| -8% | -$39.5K | 0.02% | 396 |
|
|
2021
Q4 | $427K | Buy |
+1,720
| New | +$427K | 0.01% | 475 |
|