Carson Wealth (CWM LLC)’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
Q4 | $1M | Buy |
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|
2025
Q3 | $831K | Buy |
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|
2025
Q2 | $166K | Buy |
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|
2025
Q1 | $86K | Buy |
|
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|
2024
Q4 | $63K | Buy |
|
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|
2024
Q3 | $56K | Buy |
|
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|
2024
Q2 | $42K | Sell |
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|
2024
Q1 | $46K | Buy |
|
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|
2023
Q4 | $43K | Sell |
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|
2023
Q3 | $40K | Sell |
|
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|
2023
Q2 | $45K | Buy |
|
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|
2023
Q1 | $33K | Buy |
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|
2022
Q4 | $31K | Buy |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $24K | Buy |
|
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $28K | Buy |
|