Poehling Capital Management’s Solventum SOLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-30,551	Closed	-$2.02M	–	138
2024 Q4	$2.02M	Buy	30,551 +22,321	+271%	+$1.47M	0.5%	56
2024 Q3	$574K	Sell	8,230 -8,612	-51%	-$600K	0.15%	89
2024 Q2	$891K	Buy	+16,842	New	+$891K	0.24%	73