AWM
Axxcess Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
45,745
-1,500
| -3% | -$16.9K | 0.01% | 587 |
|
|
2025
Q1 | $549K | Hold |
47,245
| – | – | 0.01% | 525 |
|
|
2024
Q4 | $572K | Hold |
47,245
| – | – | 0.01% | 515 |
|
|
2024
Q3 | $650K | Hold |
47,245
| – | – | 0.02% | 492 |
|
|
2024
Q2 | $710K | Hold |
47,245
| – | – | 0.02% | 450 |
|
|
2024
Q1 | $708K | Hold |
47,245
| – | – | 0.02% | 451 |
|
|
2023
Q4 | $692K | Sell |
47,245
-2,950
| -6% | -$43.2K | 0.02% | 429 |
|
|
2023
Q3 | $731K | Hold |
50,195
| – | – | 0.02% | 375 |
|
|
2023
Q2 | $696K | Hold |
50,195
| – | – | 0.05% | 282 |
|
|
2023
Q1 | $685K | Sell |
50,195
-11,780
| -19% | -$161K | 0.05% | 297 |
|
|
2022
Q4 | $850K | Sell |
61,975
-60,290
| -49% | -$827K | 0.07% | 254 |
|
|
2022
Q3 | $1.77M | Sell |
122,265
-8,768
| -7% | -$127K | 0.17% | 121 |
|
|
2022
Q2 | $2.2M | Sell |
131,033
-58,366
| -31% | -$980K | 0.2% | 98 |
|
|
2022
Q1 | $3.71M | Sell |
189,399
-1,941
| -1% | -$38.1K | 0.29% | 71 |
|
|
2021
Q4 | $3.67M | Buy |
+191,340
| New | +$3.67M | 0.27% | 72 |
|