EP Wealth Advisors’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 | – | Sell |
-604
| Closed | -$200K | – | 1452 |
|
|
2025
Q1 | $200K | Buy |
+604
| New | +$200K | ﹤0.01% | 1134 |
|
|
2022
Q4 | – | Sell |
-13,862
| Closed | -$901K | – | 635 |
|
|
2022
Q3 | $901K | Hold |
13,862
| – | – | 0.02% | 243 |
|
|
2022
Q2 | $992K | Hold |
13,862
| – | – | 0.02% | 262 |
|
|
2022
Q1 | $1.36M | Sell |
13,862
-1,540
| -10% | -$151K | 0.03% | 236 |
|
|
2021
Q4 | $1.31M | Buy |
15,402
+10,106
| +191% | +$856K | 0.03% | 228 |
|
|
2021
Q3 | $423K | Hold |
5,296
| – | – | 0.01% | 362 |
|
|
2021
Q2 | $516K | Hold |
5,296
| – | – | 0.01% | 332 |
|
|
2021
Q1 | $619K | Hold |
5,296
| – | – | 0.02% | 286 |
|
|
2020
Q4 | $589K | Buy |
+5,296
| New | +$589K | 0.02% | 240 |
|