Amplius Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
52,158
+1,001
| +2% | +$14.7K | 0.07% | 95 |
|
|
2025
Q1 | $775K | Buy |
51,157
+926
| +2% | +$14K | 0.08% | 87 |
|
|
2024
Q4 | $761K | Buy |
50,231
+2,007
| +4% | +$30.4K | 0.08% | 83 |
|
|
2024
Q3 | $729K | Buy |
48,224
+3,841
| +9% | +$58K | 0.08% | 81 |
|
|
2024
Q2 | $697K | Buy |
44,383
+6,129
| +16% | +$96.3K | 0.08% | 82 |
|
|
2024
Q1 | $636K | Hold |
38,254
| – | – | 0.07% | 89 |
|
|
2023
Q4 | $578K | Hold |
38,254
| – | – | 0.07% | 88 |
|
|
2023
Q3 | $561K | Hold |
38,254
| – | – | 0.08% | 90 |
|
|
2023
Q2 | $516K | Hold |
38,254
| – | – | 0.07% | 95 |
|
|
2023
Q1 | $519K | Hold |
38,254
| – | – | 0.07% | 90 |
|
|
2022
Q4 | $503K | Hold |
38,254
| – | – | 0.08% | 87 |
|
|
2022
Q3 | $474K | Hold |
38,254
| – | – | 0.08% | 87 |
|
|
2022
Q2 | $495K | Hold |
38,254
| – | – | 0.08% | 89 |
|
|
2022
Q1 | $581K | Hold |
38,254
| – | – | 0.09% | 91 |
|
|
2021
Q4 | $590K | Buy |
+38,254
| New | +$590K | 0.08% | 95 |
|