Beverly Hills Private Wealth’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 | $283K | Sell |
19,316
-3,300
| -15% | -$48.3K | 0.05% | 273 |
|
|
2025
Q1 | $342K | Buy |
22,616
+1,150
| +5% | +$17.4K | 0.07% | 236 |
|
|
2024
Q4 | $325K | Hold |
21,466
| – | – | 0.07% | 244 |
|
|
2024
Q3 | $324K | Buy |
21,466
+1,300
| +6% | +$19.6K | 0.07% | 257 |
|
|
2024
Q2 | $317K | Hold |
20,166
| – | – | 0.07% | 262 |
|
|
2024
Q1 | $335K | Buy |
20,166
+3,300
| +20% | +$54.9K | 0.08% | 260 |
|
|
2023
Q4 | $255K | Buy |
16,866
+240
| +1% | +$3.62K | 0.07% | 280 |
|
|
2023
Q3 | $244K | Buy |
16,626
+26
| +0.2% | +$381 | 0.07% | 252 |
|
|
2023
Q2 | $233K | Buy |
+16,600
| New | +$233K | 0.04% | 298 |
|