Creative Planning’s Madrigal Pharmaceuticals MDGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
5,162
-2,202
| -30% | -$666K | ﹤0.01% | 1508 |
|
|
2025
Q1 | $2.44M | Buy |
7,364
+2,933
| +66% | +$971K | ﹤0.01% | 1056 |
|
|
2024
Q4 | $1.37M | Buy |
4,431
+1,132
| +34% | +$349K | ﹤0.01% | 1404 |
|
|
2024
Q3 | $700K | Buy |
3,299
+87
| +3% | +$18.5K | ﹤0.01% | 1812 |
|
|
2024
Q2 | $900K | Buy |
3,212
+935
| +41% | +$262K | ﹤0.01% | 1479 |
|
|
2024
Q1 | $608K | Buy |
2,277
+419
| +23% | +$112K | ﹤0.01% | 1697 |
|
|
2023
Q4 | $430K | Sell |
1,858
-216
| -10% | -$50K | ﹤0.01% | 1804 |
|
|
2023
Q3 | $303K | Buy |
+2,074
| New | +$303K | ﹤0.01% | 1928 |
|
|
2017
Q3 | – | Sell |
-170
| Closed | -$3K | – | 2877 |
|
|
2017
Q2 | $3K | Hold |
170
| – | – | ﹤0.01% | 4111 |
|
|
2017
Q1 | $3K | Hold |
170
| – | – | ﹤0.01% | 4094 |
|
|
2016
Q4 | $3K | Sell |
170
-142
| -46% | -$2.51K | ﹤0.01% | 4058 |
|
|
2016
Q3 | $4K | Sell |
312
-174
| -36% | -$2.23K | ﹤0.01% | 3884 |
|
|
2016
Q2 | $4K | Sell |
486
-143
| -23% | -$1.18K | ﹤0.01% | 3671 |
|
|
2016
Q1 | $5K | Sell |
629
-2
| -0.3% | -$16 | ﹤0.01% | 3537 |
|
|
2015
Q4 | $8K | Buy |
631
+60
| +11% | +$761 | ﹤0.01% | 3364 |
|
|
2015
Q3 | $35K | Buy |
571
+142
| +33% | +$8.7K | ﹤0.01% | 2300 |
|
|
2015
Q2 | $33K | Sell |
429
-285
| -40% | -$21.9K | ﹤0.01% | 1024 |
|
|
2015
Q1 | $49K | Buy |
714
+285
| +66% | +$19.6K | ﹤0.01% | 2028 |
|
|
2014
Q4 | $40K | Sell |
429
-8
| -2% | -$746 | ﹤0.01% | 2131 |
|
|
2014
Q3 | $46K | Sell |
437
-57
| -12% | -$6K | ﹤0.01% | 1958 |
|
|
2014
Q2 | $71K | Buy |
494
+8
| +2% | +$1.15K | ﹤0.01% | 1635 |
|
|
2014
Q1 | $73K | Sell |
486
-17
| -3% | -$2.55K | ﹤0.01% | 1576 |
|
|
2013
Q4 | $92K | Buy |
503
+446
| +782% | +$81.6K | ﹤0.01% | 1240 |
|
|
2013
Q3 | $13K | Buy |
+57
| New | +$13K | ﹤0.01% | 2318 |
|