Modera Wealth Management’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
$288K Sell
19,690
-1,290
-6% -$18.9K ﹤0.01% 544
2025
Q1
$318K Buy
20,980
+165
+0.8% +$2.5K ﹤0.01% 504
2024
Q4
$316K Buy
20,815
+178
+0.9% +$2.7K ﹤0.01% 505
2024
Q3
$312K Buy
20,637
+159
+0.8% +$2.4K ﹤0.01% 487
2024
Q2
$322K Buy
20,478
+3,915
+24% +$61.5K ﹤0.01% 465
2024
Q1
$275K Buy
+16,563
New +$275K ﹤0.01% 496