HWAM
Hennion & Walsh Asset Management’s Goldman Sachs BDC GSBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
323,282
+56,617
| +21% | +$637K | 0.15% | 171 |
|
|
2025
Q1 | $3.1M | Sell |
266,665
-16,827
| -6% | -$196K | 0.14% | 188 |
|
|
2024
Q4 | $3.43M | Sell |
283,492
-25,982
| -8% | -$314K | 0.16% | 170 |
|
|
2024
Q3 | $4.26M | Buy |
309,474
+45,276
| +17% | +$623K | 0.2% | 124 |
|
|
2024
Q2 | $3.97M | Buy |
264,198
+36,204
| +16% | +$544K | 0.2% | 118 |
|
|
2024
Q1 | $3.42M | Buy |
227,994
+31,020
| +16% | +$465K | 0.18% | 144 |
|
|
2023
Q4 | $2.89M | Buy |
196,974
+2,561
| +1% | +$37.5K | 0.16% | 176 |
|
|
2023
Q3 | $2.83M | Sell |
194,413
-58,209
| -23% | -$848K | 0.18% | 143 |
|
|
2023
Q2 | $3.5M | Sell |
252,622
-7,097
| -3% | -$98.4K | 0.21% | 120 |
|
|
2023
Q1 | $3.55M | Buy |
259,719
+9,103
| +4% | +$124K | 0.22% | 119 |
|
|
2022
Q4 | $3.44M | Buy |
250,616
+1,808
| +0.7% | +$24.8K | 0.21% | 123 |
|
|
2022
Q3 | $3.6M | Sell |
248,808
-12,043
| -5% | -$174K | 0.24% | 110 |
|
|
2022
Q2 | $4.38M | Buy |
260,851
+20,421
| +8% | +$343K | 0.27% | 91 |
|
|
2022
Q1 | $4.72M | Buy |
240,430
+24,396
| +11% | +$478K | 0.25% | 104 |
|
|
2021
Q4 | $4.14M | Buy |
216,034
+35,430
| +20% | +$679K | 0.2% | 133 |
|
|
2021
Q3 | $3.31M | Buy |
180,604
+49,209
| +37% | +$903K | 0.17% | 169 |
|
|
2021
Q2 | $2.58M | Buy |
131,395
+31,738
| +32% | +$622K | 0.14% | 204 |
|
|
2021
Q1 | $1.93M | Buy |
+99,657
| New | +$1.93M | 0.12% | 238 |
|