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Forum Financial Management’s Madrigal Pharmaceuticals MDGL Stock Holding History

Forum Financial Management’s Portfolio MDGL Stock Details MDGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,630
Closed -$608K – 663
2023
Q2 		$608K Hold
2,630
– – 0.01% 252
2023
Q1 		$637K Hold
2,630
– – 0.02% 213
2022
Q4 		$763K Buy
+2,630
New +$257K 0.03% 180
2022
Q3 		– Sell
-2,976
Closed -$213K – 584
2022
Q2 		$213K Hold
2,976
– – 0.01% 495
2022
Q1 		$292K Buy
2,976
+240
+9% +$20.2K 0.01% 405
2021
Q4 		$232K Buy
+2,736
New +$225K 0.01% 544

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