Williams Jones Wealth 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 | $148K | Hold |
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|
2025
Q1 | $154K | Hold |
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|
2024
Q4 | $158K | Sell |
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|
2024
Q3 | $180K | Hold |
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|
2024
Q2 | $184K | Hold |
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|
2024
Q1 | $190K | Sell |
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|
2023
Q4 | $216K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $247K | Sell |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $349K | Hold |
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|
2021
Q3 | $339K | Sell |
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|
2021
Q2 | $566K | Hold |
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|
2021
Q1 | $533K | Hold |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $445K | Sell |
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|
2020
Q2 | $1.52M | Sell |
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|
2020
Q1 | $1.24M | Sell |
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|
2019
Q4 | $3.9M | Buy |
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|
2019
Q3 | $3.77M | Buy |
|