WJWM
Williams Jones Wealth Management’s SLM Corp SLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Hold |
18,487
| – | – | 0.01% | 320 |
|
|
2025
Q1 | $543K | Hold |
18,487
| – | – | 0.01% | 322 |
|
|
2024
Q4 | $510K | Hold |
18,487
| – | – | 0.01% | 341 |
|
|
2024
Q3 | $423K | Hold |
18,487
| – | – | 0.01% | 383 |
|
|
2024
Q2 | $384K | Hold |
18,487
| – | – | ﹤0.01% | 379 |
|
|
2024
Q1 | $403K | Hold |
18,487
| – | – | 0.01% | 387 |
|
|
2023
Q4 | $353K | Hold |
18,487
| – | – | ﹤0.01% | 400 |
|
|
2023
Q3 | $252K | Hold |
18,487
| – | – | ﹤0.01% | 449 |
|
|
2023
Q2 | $302K | Hold |
18,487
| – | – | ﹤0.01% | 424 |
|
|
2023
Q1 | $229K | Sell |
18,487
-715
| -4% | -$8.86K | ﹤0.01% | 486 |
|
|
2022
Q4 | $319K | Buy |
19,202
+714
| +4% | +$11.9K | 0.01% | 435 |
|
|
2022
Q3 | $259K | Sell |
18,488
-90
| -0.5% | -$1.26K | ﹤0.01% | 458 |
|
|
2022
Q2 | $296K | Buy |
+18,578
| New | +$296K | ﹤0.01% | 458 |
|