Silphium Asset Management’s McKesson MCK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.82M	Sell	3,843 -737	-16%	-$540K	1%	30
2025 Q1	$3.08M	Hold	4,580	–	–	2.48%	22
2024 Q4	$2.61M	Buy	+4,580	New	+$2.61M	0.86%	34