Hennion & Walsh Asset Management’s New Mountain Finance NMFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.63M Buy
2025
Q2
$4.33M Buy
2025
Q1
$3.46M Buy
2024
Q4
$2.86M Buy
2024
Q3
$2.32M Buy
2024
Q2
$1.54M Buy
2024
Q1
$1.19M Sell
2023
Q4
$1.42M Sell
2023
Q3
$2.05M Sell
2023
Q2
$2.94M Sell
2023
Q1
$3.18M Sell
2022
Q4
$3.77M Sell
2022
Q3
$3.56M Buy
2022
Q2
$3.58M Buy
2022
Q1
$3.92M Buy
2021
Q4
$3.76M Buy
2021
Q3
$3.34M Buy
2021
Q2
$2.69M Buy
2021
Q1
$1.98M Buy