EP 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 | $1.92M | Sell |
131,034
-14,821
| -10% | -$217K | 0.01% | 423 |
|
|
2025
Q1 | $2.21M | Sell |
145,855
-23,909
| -14% | -$362K | 0.02% | 350 |
|
|
2024
Q4 | $2.57M | Sell |
169,764
-16,854
| -9% | -$256K | 0.02% | 318 |
|
|
2024
Q3 | $2.82M | Buy |
186,618
+1,617
| +0.9% | +$24.4K | 0.02% | 298 |
|
|
2024
Q2 | $2.91M | Buy |
185,001
+46
| +0% | +$723 | 0.03% | 238 |
|
|
2024
Q1 | $3.08M | Buy |
184,955
+39
| +0% | +$649 | 0.04% | 218 |
|
|
2023
Q4 | $2.79M | Buy |
184,916
+38
| +0% | +$574 | 0.04% | 219 |
|
|
2023
Q3 | $2.71M | Buy |
184,878
+176,380
| +2,076% | +$2.59M | 0.04% | 213 |
|
|
2023
Q2 | $2.48M | Buy |
+8,498
| New | +$2.48M | 0.04% | 215 |
|