Carson Wealth (CWM LLC)’s Balchem Corporation BCPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
1,044
+524
| +101% | +$83.3K | ﹤0.01% | 2338 |
|
|
2025
Q1 | $86K | Buy |
520
+132
| +34% | +$21.8K | ﹤0.01% | 2552 |
|
|
2024
Q4 | $63K | Buy |
388
+69
| +22% | +$11.2K | ﹤0.01% | 2622 |
|
|
2024
Q3 | $56K | Buy |
319
+47
| +17% | +$8.25K | ﹤0.01% | 2607 |
|
|
2024
Q2 | $42K | Sell |
272
-26
| -9% | -$4.02K | ﹤0.01% | 2598 |
|
|
2024
Q1 | $46K | Buy |
298
+10
| +3% | +$1.54K | ﹤0.01% | 2343 |
|
|
2023
Q4 | $43K | Sell |
288
-32
| -10% | -$4.78K | ﹤0.01% | 2281 |
|
|
2023
Q3 | $40K | Sell |
320
-11
| -3% | -$1.38K | ﹤0.01% | 2212 |
|
|
2023
Q2 | $45K | Buy |
331
+70
| +27% | +$9.52K | ﹤0.01% | 2070 |
|
|
2023
Q1 | $33K | Buy |
261
+4
| +2% | +$506 | ﹤0.01% | 2164 |
|
|
2022
Q4 | $31K | Buy |
257
+45
| +21% | +$5.43K | ﹤0.01% | 2066 |
|
|
2022
Q3 | $26K | Buy |
212
+26
| +14% | +$3.19K | ﹤0.01% | 2068 |
|
|
2022
Q2 | $24K | Buy |
186
+20
| +12% | +$2.58K | ﹤0.01% | 2015 |
|
|
2022
Q1 | $23K | Sell |
166
-3
| -2% | -$416 | ﹤0.01% | 2001 |
|
|
2021
Q4 | $28K | Buy |
+169
| New | +$28K | ﹤0.01% | 1813 |
|