Klingman & Associates’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 | $407K | Sell |
27,788
-5,750
| -17% | -$84.2K | 0.02% | 198 |
|
|
2025
Q1 | $508K | Hold |
33,538
| – | – | 0.03% | 156 |
|
|
2024
Q4 | $508K | Sell |
33,538
-29,000
| -46% | -$440K | 0.03% | 148 |
|
|
2024
Q3 | $945K | Buy |
62,538
+488
| +0.8% | +$7.37K | 0.06% | 112 |
|
|
2024
Q2 | $975K | Hold |
62,050
| – | – | 0.07% | 98 |
|
|
2024
Q1 | $1.03M | Buy |
62,050
+6,300
| +11% | +$105K | 0.07% | 99 |
|
|
2023
Q4 | $842K | Hold |
55,750
| – | – | 0.06% | 105 |
|
|
2023
Q3 | $818K | Hold |
55,750
| – | – | 0.07% | 99 |
|
|
2023
Q2 | $753K | Buy |
55,750
+2,450
| +5% | +$33.1K | 0.06% | 107 |
|
|
2023
Q1 | $723K | Buy |
53,300
+3,300
| +7% | +$44.7K | 0.06% | 100 |
|
|
2022
Q4 | $658K | Buy |
+50,000
| New | +$658K | 0.06% | 98 |
|