Williams Jones Wealth Management’s Navient NAVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Hold
21,181
﹤0.01% 417
2025
Q1
$268K Hold
21,181
﹤0.01% 419
2024
Q4
$281K Hold
21,181
﹤0.01% 419
2024
Q3
$330K Hold
21,181
﹤0.01% 419
2024
Q2
$308K Hold
21,181
﹤0.01% 412
2024
Q1
$369K Hold
21,181
﹤0.01% 401
2023
Q4
$394K Hold
21,181
0.01% 382
2023
Q3
$365K Hold
21,181
0.01% 389
2023
Q2
$394K Hold
21,181
0.01% 382
2023
Q1
$339K Hold
21,181
0.01% 425
2022
Q4
$348K Sell
21,181
-1
-0% -$16 0.01% 419
2022
Q3
$311K Sell
21,182
-901
-4% -$13.2K 0.01% 438
2022
Q2
$309K Buy
+22,083
New +$309K 0.01% 449