Williams Jones 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 | $172K | Hold |
11,717
| – | – | ﹤0.01% | 474 |
|
|
2025
Q1 | $177K | Hold |
11,717
| – | – | ﹤0.01% | 463 |
|
|
2024
Q4 | $178K | Buy |
+11,717
| New | +$178K | ﹤0.01% | 467 |
|
|
2021
Q3 | – | Sell |
-13,000
| Closed | -$200K | – | 505 |
|
|
2021
Q2 | $200K | Hold |
13,000
| – | – | ﹤0.01% | 466 |
|
|
2021
Q1 | $190K | Hold |
13,000
| – | – | ﹤0.01% | 461 |
|
|
2020
Q4 | $184K | Hold |
13,000
| – | – | ﹤0.01% | 439 |
|
|
2020
Q3 | $172K | Sell |
13,000
-2,500
| -16% | -$33.1K | ﹤0.01% | 403 |
|
|
2020
Q2 | $181K | Sell |
15,500
-326
| -2% | -$3.81K | ﹤0.01% | 383 |
|
|
2020
Q1 | $195K | Sell |
15,826
-3,063
| -16% | -$37.7K | 0.01% | 345 |
|
|
2019
Q4 | $341K | Hold |
18,889
| – | – | 0.01% | 333 |
|
|
2019
Q3 | $349K | Buy |
+18,889
| New | +$349K | 0.01% | 319 |
|