Williams Jones Wealth Management’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $279K | Hold |
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|
2025
Q2 | $299K | Hold |
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|
2025
Q1 | $268K | Hold |
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|
2024
Q4 | $281K | Hold |
|
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $369K | Hold |
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|
2023
Q4 | $394K | Hold |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $309K | Buy |
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