Carson Wealth (CWM LLC)’s Madrigal Pharmaceuticals MDGL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07M	Buy	2,037 +162	+9%	+$77.4K	﹤0.01%	1499
2025 Q4	$1.09M	Sell	1,875 -485	-21%	-$248K	﹤0.01%	1442
2025 Q3	$1.08M	Sell	2,360 -220	-9%	-$82.1K	﹤0.01%	1360
2025 Q2	$781K	Sell	2,580 -32	-1%	-$9.53K	﹤0.01%	1387
2025 Q1	$865K	Buy	2,612 +282	+12%	+$92.7K	﹤0.01%	1211
2024 Q4	$719K	Buy	2,330 +2,265	+3,485%	+$637K	﹤0.01%	1239
2024 Q3	$14K	Sell	65 -38	-37%	-$9.72K	﹤0.01%	3590
2024 Q2	$29K	Buy	103 +11	+12%	+$2.62K	﹤0.01%	2866
2024 Q1	$25K	Buy	92 +39	+74%	+$9.19K	﹤0.01%	2758
2023 Q4	$12K	Sell	53 -17	-24%	-$2.98K	﹤0.01%	3088
2023 Q3	$10K	Sell	70 -1	-1%	-$188	﹤0.01%	3139
2023 Q2	$16K	Buy	71 +17	+31%	+$4.6K	﹤0.01%	2785
2023 Q1	$13K	Buy	54 +4	+8%	+$1.09K	﹤0.01%	2796
2022 Q4	$15K	Hold	50	–	–	﹤0.01%	2564
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	3323
2022 Q2	$4K	Sell	50 -18	-26%	-$1.32K	﹤0.01%	3101
2022 Q1	$7K	Buy	68 +12	+21%	+$1.01K	﹤0.01%	2693
2021 Q4	$5K	Buy	+56	New	+$4.6K	﹤0.01%	2738
2019 Q1	–	Sell	-3	Closed	–	–	3149
2018 Q4	$0	Buy	+3	New	+$464	﹤0.01%	2189