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Catalyst Capital Advisors’s Novartis NVS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.76M Buy
47,592
+4,500
+10% +$545K 0.12% 65
2025
Q1
$4.8M Buy
43,092
+19,350
+82% +$2.16M 0.1% 73
2024
Q4
$2.31M Hold
23,742
0.05% 106
2024
Q3
$2.73M Sell
23,742
-3,776
-14% -$434K 0.06% 97
2024
Q2
$2.93M Hold
27,518
0.07% 96
2024
Q1
$2.66M Hold
27,518
0.06% 102
2023
Q4
$2.78M Hold
27,518
0.07% 98
2023
Q3
$2.8M Sell
27,518
-7,571
-22% -$771K 0.08% 93
2023
Q2
$3.54M Sell
35,089
-4,500
-11% -$454K 0.1% 84
2023
Q1
$3.64M Sell
39,589
-991
-2% -$91.2K 0.11% 79
2022
Q4
$3.68M Sell
40,580
-2,000
-5% -$181K 0.12% 83
2022
Q3
$3.24M Hold
42,580
0.12% 84
2022
Q2
$3.6M Hold
42,580
0.15% 77
2022
Q1
$3.74M Buy
42,580
+2,500
+6% +$219K 0.16% 87
2021
Q4
$3.51M Buy
40,080
+3,000
+8% +$262K 0.16% 94
2021
Q3
$3.03M Sell
37,080
-1,100
-3% -$89.9K 0.15% 96
2021
Q2
$3.48M Buy
38,180
+3,088
+9% +$282K 0.17% 86
2021
Q1
$3M Buy
35,092
+222
+0.6% +$19K 0.17% 87
2020
Q4
$3.29M Hold
34,870
0.18% 84
2020
Q3
$3.03M Hold
34,870
0.17% 83
2020
Q2
$3.05M Hold
34,870
0.16% 83
2020
Q1
$2.88M Buy
34,870
+1,795
+5% +$148K 0.14% 76
2019
Q4
$3.13M Hold
33,075
0.1% 89
2019
Q3
$2.87M Hold
33,075
0.1% 91
2019
Q2
$3.02M Buy
33,075
+6,000
+22% +$548K 0.1% 89
2019
Q1
$2.6M Buy
27,075
+2,000
+8% +$192K 0.09% 93
2018
Q4
$2.15M Hold
25,075
0.08% 113
2018
Q3
$2.16M Hold
25,075
0.07% 124
2018
Q2
$1.89M Hold
25,075
0.07% 128
2018
Q1
$2.03M Hold
25,075
0.07% 125
2017
Q4
$2.11M Hold
25,075
0.08% 126
2017
Q3
$2.15M Buy
25,075
+1,700
+7% +$146K 0.09% 123
2017
Q2
$1.95M Hold
23,375
0.08% 132
2017
Q1
$1.74M Hold
23,375
0.09% 150
2016
Q4
$1.7M Buy
23,375
+1,300
+6% +$94.7K 0.11% 145
2016
Q3
$1.74M Buy
22,075
+1,600
+8% +$126K 0.19% 132
2016
Q2
$1.69M Buy
20,475
+2,500
+14% +$206K 0.31% 99
2016
Q1
$1.3M Buy
17,975
+1,750
+11% +$127K 0.22% 92
2015
Q4
$1.4M Hold
16,225
0.2% 101
2015
Q3
$1.49M Hold
16,225
0.2% 110
2015
Q2
$1.6M Hold
16,225
0.19% 118
2015
Q1
$1.6M Hold
16,225
0.18% 117
2014
Q4
$1.5M Hold
16,225
0.18% 113
2014
Q3
$1.53M Buy
16,225
+4,800
+42% +$452K 0.2% 112
2014
Q2
$1.04M Hold
11,425
0.17% 149
2014
Q1
$972K Buy
11,425
+450
+4% +$38.3K 0.22% 137
2013
Q4
$882K Hold
10,975
0.28% 118
2013
Q3
$842K Buy
10,975
+3,875
+55% +$297K 0.46% 92
2013
Q2
$502K Buy
+7,100
New +$502K 0.39% 104