Islay Capital Management’s Molina Healthcare MOH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.13K	Sell	16 -15	-48%	-$2.39K	﹤0.01%	183
2025 Q4	$5.38K	Sell	31 -16	-34%	-$2.63K	﹤0.01%	185
2025 Q3	$8.99K	Sell	47 -6,171	-99%	-$1.14M	0.01%	170
2025 Q2	$1.85M	Buy	6,218 +3,068	+97%	+$963K	1.19%	23
2025 Q1	$1.04M	Buy	+3,150	New	+$951K	0.7%	55
2024 Q4	–	Sell	-49	Closed	-$16.9K	–	218
2024 Q3	$16.9K	Sell	49 -4,427	-99%	-$1.46M	0.01%	151
2024 Q2	$1.33M	Buy	+4,476	New	+$1.52M	0.96%	38
2021 Q3	–	Sell	-420	Closed	-$106K	–	298
2021 Q2	$106K	Sell	420 -238	-36%	-$59.8K	0.09%	137
2021 Q1	$154K	Buy	658 +113	+21%	+$25.2K	0.13%	90
2020 Q4	$116K	Hold	545	–	–	0.1%	109
2020 Q3	$100K	Buy	+545	New	+$99.2K	0.1%	100