Congress Wealth Management’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 | $7.87M | Sell |
49,425
-983
| -2% | -$156K | 0.08% | 296 |
|
|
2025
Q1 | $8.37M | Sell |
50,408
-303
| -0.6% | -$50.3K | 0.1% | 236 |
|
|
2024
Q4 | $8.27M | Buy |
50,711
+2,393
| +5% | +$390K | 0.11% | 222 |
|
|
2024
Q3 | $8.5M | Buy |
48,318
+2,586
| +6% | +$455K | 0.11% | 231 |
|
|
2024
Q2 | $7.04M | Buy |
45,732
+2,445
| +6% | +$376K | 0.11% | 213 |
|
|
2024
Q1 | $6.71M | Buy |
43,287
+2,510
| +6% | +$389K | 0.12% | 199 |
|
|
2023
Q4 | $6.07M | Buy |
40,777
+2,924
| +8% | +$435K | 0.11% | 203 |
|
|
2023
Q3 | $4.7M | Buy |
37,853
+5,876
| +18% | +$729K | 0.1% | 220 |
|
|
2023
Q2 | $4.31M | Buy |
31,977
+304
| +1% | +$41K | 0.1% | 204 |
|
|
2023
Q1 | $4.01M | Buy |
31,673
+2,045
| +7% | +$259K | 0.1% | 206 |
|
|
2022
Q4 | $3.62M | Sell |
29,628
-304
| -1% | -$37.1K | 0.09% | 209 |
|
|
2022
Q3 | $3.64M | Buy |
29,932
+122
| +0.4% | +$14.8K | 0.1% | 207 |
|
|
2022
Q2 | $3.87M | Sell |
29,810
-892
| -3% | -$116K | 0.1% | 212 |
|
|
2022
Q1 | $4.2M | Buy |
30,702
+2,046
| +7% | +$280K | 0.09% | 226 |
|
|
2021
Q4 | $4.83M | Buy |
+28,656
| New | +$4.83M | 0.1% | 227 |
|