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 |
|