CCM
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Coldstream Capital Management’s Post Holdings POST Stock Holding History

Coldstream Capital Management’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,094
Closed -$225K – 1237
2025
Q3 		$225K Sell
2,094
-45
-2% -$4.83K ﹤0.01% 1082
2025
Q2 		$233K Sell
2,139
-430
-17% -$48.2K ﹤0.01% 1003
2025
Q1 		$299K Buy
2,569
+133
+5% +$14.8K 0.01% 811
2024
Q4 		$279K Buy
2,436
+14
+0.6% +$1.59K 0.01% 857
2024
Q3 		$280K Buy
2,422
+208
+9% +$23.3K 0.01% 869
2024
Q2 		$231K Buy
2,214
+118
+6% +$12.3K 0.01% 879
2024
Q1 		$223K Buy
+2,096
New +$210K 0.01% 904
2023
Q3 		– Sell
-2,373
Closed -$206K – 843
2023
Q2 		$206K Buy
+2,373
New +$208K 0.01% 780
2022
Q1 		– Sell
-3,027
Closed -$223K – 844
2021
Q4 		$223K Buy
+3,027
New +$208K 0.01% 751

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