Williams Jones 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
$172K Hold
2025
Q1
$177K Hold
2024
Q4
$178K Buy
2021
Q3
Sell
2021
Q2
$200K Hold
2021
Q1
$190K Hold
2020
Q4
$184K Hold
2020
Q3
$172K Sell
2020
Q2
$181K Sell
2020
Q1
$195K Sell
2019
Q4
$341K Hold
2019
Q3
$349K Buy