WFA 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
Q2 | $488K | Sell |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $49.5K | Sell |
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|
2024
Q3 | $488K | Buy |
|
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|
2024
Q2 | $488K | Sell |
|
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $562K | Buy |
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|
2023
Q3 | $558K | Buy |
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|
2023
Q2 | $523K | Buy |
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|
2023
Q1 | $498K | Buy |
|
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $371K | Sell |
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|
2021
Q4 | $443K | Buy |
|