EP Wealth Advisors’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	$353K	Buy	675 +66	+11%	+$31.5K	﹤0.01%	1075
2025 Q4	$355K	Buy	+609	New	+$311K	﹤0.01%	1040
2025 Q2	–	Sell	-604	Closed	-$200K	–	1452
2025 Q1	$200K	Buy	+604	New	+$198K	﹤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%	-$130K	0.03%	236
2021 Q4	$1.3M	Buy	15,402 +10,106	+191%	+$830K	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	+$647K	0.02%	240