Evercore Wealth Management’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
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|
2025
Q1 | $746K | Buy |
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|
2024
Q4 | $610K | Hold |
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|
2024
Q3 | $608K | Hold |
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|
2024
Q2 | $632K | Hold |
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|
2024
Q1 | $669K | Hold |
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|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $557K | Sell |
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|
2023
Q2 | $608K | Hold |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $301K | Buy |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $261K | Sell |
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|
2020
Q3 | $244K | Hold |
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|
2020
Q2 | $215K | Sell |
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|
2020
Q1 | $370K | Hold |
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|
2019
Q4 | $544K | Buy |
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|
2019
Q3 | $347K | Hold |
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|
2019
Q2 | $328K | Hold |
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|
2019
Q1 | $330K | Hold |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $271K | Hold |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $331K | Buy |
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|
2017
Q4 | $333K | Hold |
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|
2017
Q3 | $344K | Sell |
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|
2017
Q2 | $834K | Buy |
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|
2017
Q1 | $856K | Hold |
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|
2016
Q4 | $792K | Sell |
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|
2016
Q3 | $836K | Sell |
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|
2016
Q2 | $906K | Sell |
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|
2016
Q1 | $1.21M | Hold |
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|
2015
Q4 | $1.17M | Sell |
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|
2015
Q3 | $1.14M | Sell |
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|
2015
Q2 | $1.38M | Buy |
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|
2015
Q1 | $693K | Buy |
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|
2014
Q4 | $365K | Buy |
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|
2014
Q3 | $246K | Buy |
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|
2014
Q2 | $134K | Buy |
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|
2014
Q1 | $18K | Hold |
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|
2013
Q4 | $19K | Buy |
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