Waypoint Wealth Counsel’s Goldman Sachs BDC GSBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Hold
10,590
0.06% 185
2025
Q1
$123K Hold
10,590
0.08% 115
2024
Q4
$128K Sell
10,590
-18,595
-64% -$225K 0.08% 95
2024
Q3
$402K Buy
29,185
+109
+0.4% +$1.5K 0.27% 59
2024
Q2
$437K Sell
29,076
-2,483
-8% -$37.3K 0.33% 48
2024
Q1
$473K Sell
31,559
-1,530
-5% -$22.9K 0.36% 48
2023
Q4
$485K Buy
33,089
+163
+0.5% +$2.39K 0.41% 49
2023
Q3
$479K Buy
32,926
+148
+0.5% +$2.16K 0.45% 44
2023
Q2
$454K Buy
32,778
+151
+0.5% +$2.09K 0.41% 46
2023
Q1
$445K Sell
32,627
-18,231
-36% -$249K 0.35% 52
2022
Q4
$698K Buy
+50,858
New +$698K 0.56% 42