MGIA
Matthew Goff Investment Advisor’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
88,759
-602
| -0.7% | -$72.8K | 1.99% | 16 |
|
|
2025
Q1 | $9.96M | Buy |
89,361
+1,827
| +2% | +$204K | 1.84% | 18 |
|
|
2024
Q4 | $8.52M | Buy |
87,534
+58
| +0.1% | +$5.64K | 1.58% | 19 |
|
|
2024
Q3 | $10.1M | Sell |
87,476
-427
| -0.5% | -$49.1K | 1.91% | 18 |
|
|
2024
Q2 | $9.36M | Buy |
87,903
+3,320
| +4% | +$353K | 1.91% | 19 |
|
|
2024
Q1 | $8.18M | Buy |
84,583
+1,631
| +2% | +$158K | 1.66% | 21 |
|
|
2023
Q4 | $8.38M | Sell |
82,952
-570
| -0.7% | -$57.6K | 1.86% | 19 |
|
|
2023
Q3 | $8.51M | Sell |
83,522
-151
| -0.2% | -$15.4K | 2.05% | 18 |
|
|
2023
Q2 | $8.44M | Buy |
83,673
+1,508
| +2% | +$152K | 1.98% | 18 |
|
|
2023
Q1 | $7.56M | Sell |
82,165
-339
| -0.4% | -$31.2K | 1.88% | 18 |
|
|
2022
Q4 | $7.48M | Buy |
82,504
+616
| +0.8% | +$55.9K | 1.95% | 18 |
|
|
2022
Q3 | $6.22M | Buy |
81,888
+1,774
| +2% | +$135K | 1.78% | 19 |
|
|
2022
Q2 | $6.77M | Buy |
80,114
+9,486
| +13% | +$802K | 1.82% | 20 |
|
|
2022
Q1 | $6.2M | Buy |
70,628
+9,993
| +16% | +$877K | 1.45% | 25 |
|
|
2021
Q4 | $5.3M | Buy |
60,635
+690
| +1% | +$60.4K | 1.22% | 28 |
|
|
2021
Q3 | $4.9M | Buy |
59,945
+2,339
| +4% | +$191K | 1.2% | 28 |
|
|
2021
Q2 | $5.26M | Buy |
57,606
+3,764
| +7% | +$343K | 1.33% | 24 |
|
|
2021
Q1 | $4.6M | Sell |
53,842
-362
| -0.7% | -$30.9K | 1.3% | 28 |
|
|
2020
Q4 | $5.12M | Buy |
54,204
+3,845
| +8% | +$363K | 1.52% | 24 |
|
|
2020
Q3 | $4.38M | Buy |
50,359
+1,453
| +3% | +$126K | 1.4% | 26 |
|
|
2020
Q2 | $4.27M | Buy |
48,906
+814
| +2% | +$71.1K | 1.4% | 27 |
|
|
2020
Q1 | $3.97M | Buy |
48,092
+7,289
| +18% | +$601K | 1.67% | 25 |
|
|
2019
Q4 | $3.86M | Sell |
40,803
-211
| -0.5% | -$20K | 1.43% | 27 |
|
|
2019
Q3 | $3.56M | Buy |
41,014
+120
| +0.3% | +$10.4K | 1.47% | 26 |
|
|
2019
Q2 | $3.73M | Sell |
40,894
-363
| -0.9% | -$33.1K | 1.6% | 26 |
|
|
2019
Q1 | $3.97M | Buy |
41,257
+494
| +1% | +$47.5K | 1.83% | 23 |
|
|
2018
Q4 | $3.5M | Buy |
40,763
+806
| +2% | +$69.2K | 1.78% | 23 |
|
|
2018
Q3 | $3.44M | Buy |
39,957
+969
| +2% | +$83.5K | 1.38% | 28 |
|
|
2018
Q2 | $2.95M | Buy |
38,988
+9,873
| +34% | +$746K | 1.15% | 32 |
|
|
2018
Q1 | $2.35M | Buy |
29,115
+1,619
| +6% | +$131K | 0.99% | 33 |
|
|
2017
Q4 | $2.31M | Buy |
27,496
+1,468
| +6% | +$123K | 0.99% | 33 |
|
|
2017
Q3 | $2.24M | Buy |
26,028
+2,522
| +11% | +$217K | 0.96% | 33 |
|
|
2017
Q2 | $1.96M | Buy |
23,506
+2,173
| +10% | +$181K | 1.76% | 20 |
|
|
2017
Q1 | $1.58M | Buy |
+21,333
| New | +$1.58M | 1.51% | 20 |
|