Allworth Financial’s Balchem Corp BCPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $156K | Buy |
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|
2025
Q2 | $156K | Hold |
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|
2025
Q1 | $151K | Buy |
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|
2024
Q4 | $155K | Sell |
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|
2024
Q3 | $174K | Sell |
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|
2024
Q2 | $172K | Buy |
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|
2024
Q1 | $147K | Sell |
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|
2023
Q4 | $142K | Buy |
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|
2023
Q3 | $100K | Buy |
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|
2023
Q2 | $106K | Hold |
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|
2023
Q1 | $99.7K | Hold |
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|
2022
Q4 | $96.2K | Hold |
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|
2022
Q3 | $96K | Buy |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $108K | Hold |
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|
2021
Q4 | $133K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $6K | Buy |
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