Whipplewood Advisors’s New Mountain Finance NMFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25K Buy
118
+53
+82% +$559 ﹤0.01% 973
2025
Q1
$1.3K Sell
65
-53
-45% -$1.06K ﹤0.01% 974
2024
Q4
$1.33K Buy
+118
New +$1.33K ﹤0.01% 953