Allworth Financial’s Balchem Corporation BCPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Hold |
978
| – | – | ﹤0.01% | 1284 |
|
|
2025
Q1 | $151K | Buy |
978
+21
| +2% | +$3.24K | ﹤0.01% | 1045 |
|
|
2024
Q4 | $155K | Sell |
957
-29
| -3% | -$4.7K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $174K | Sell |
986
-11
| -1% | -$1.94K | ﹤0.01% | 859 |
|
|
2024
Q2 | $172K | Buy |
997
+46
| +5% | +$7.93K | ﹤0.01% | 869 |
|
|
2024
Q1 | $147K | Sell |
951
-2
| -0.2% | -$310 | ﹤0.01% | 882 |
|
|
2023
Q4 | $142K | Buy |
953
+144
| +18% | +$21.4K | ﹤0.01% | 827 |
|
|
2023
Q3 | $100K | Buy |
809
+21
| +3% | +$2.61K | ﹤0.01% | 878 |
|
|
2023
Q2 | $106K | Hold |
788
| – | – | ﹤0.01% | 875 |
|
|
2023
Q1 | $99.7K | Hold |
788
| – | – | ﹤0.01% | 859 |
|
|
2022
Q4 | $96.2K | Hold |
788
| – | – | ﹤0.01% | 823 |
|
|
2022
Q3 | $96K | Buy |
788
+1
| +0.1% | +$122 | ﹤0.01% | 775 |
|
|
2022
Q2 | $102K | Hold |
787
| – | – | ﹤0.01% | 709 |
|
|
2022
Q1 | $108K | Hold |
787
| – | – | ﹤0.01% | 708 |
|
|
2021
Q4 | $133K | Buy |
+787
| New | +$133K | ﹤0.01% | 623 |
|
|
2020
Q3 | – | Sell |
-61
| Closed | -$6K | – | 1281 |
|
|
2020
Q2 | $6K | Hold |
61
| – | – | ﹤0.01% | 843 |
|
|
2020
Q1 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 849 |
|