Baldwin Wealth Partners’s Goldman Sachs BDC GSBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Hold |
40,954
| – | – | 0.03% | 148 |
|
|
2025
Q1 | $476K | Buy |
40,954
+801
| +2% | +$9.32K | 0.03% | 147 |
|
|
2024
Q4 | $486K | Hold |
40,153
| – | – | 0.03% | 155 |
|
|
2024
Q3 | $553K | Sell |
40,153
-300
| -0.7% | -$4.13K | 0.04% | 184 |
|
|
2024
Q2 | $608K | Buy |
40,453
+300
| +0.7% | +$4.51K | 0.05% | 124 |
|
|
2024
Q1 | $601K | Hold |
40,153
| – | – | 0.05% | 137 |
|
|
2023
Q4 | $588K | Hold |
40,153
| – | – | 0.05% | 136 |
|
|
2023
Q3 | $585K | Buy |
40,153
+2,762
| +7% | +$40.2K | 0.05% | 134 |
|
|
2023
Q2 | $518K | Hold |
37,391
| – | – | 0.04% | 159 |
|
|
2023
Q1 | $510K | Hold |
37,391
| – | – | 0.04% | 153 |
|
|
2022
Q4 | $513K | Hold |
37,391
| – | – | 0.05% | 154 |
|
|
2022
Q3 | $540K | Hold |
37,391
| – | – | 0.07% | 92 |
|
|
2022
Q2 | $628K | Sell |
37,391
-1,016
| -3% | -$17.1K | 0.08% | 91 |
|
|
2022
Q1 | $753K | Hold |
38,407
| – | – | 0.08% | 88 |
|
|
2021
Q4 | $736K | Sell |
38,407
-790
| -2% | -$15.1K | 0.07% | 93 |
|
|
2021
Q3 | $719K | Buy |
39,197
+12,791
| +48% | +$235K | 0.08% | 84 |
|
|
2021
Q2 | $518K | Buy |
26,406
+12,790
| +94% | +$251K | 0.06% | 114 |
|
|
2021
Q1 | $263K | Buy |
+13,616
| New | +$263K | 0.03% | 158 |
|