Congress Wealth Management’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
Q2 | $7.87M | Sell |
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|
2025
Q1 | $8.37M | Sell |
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|
2024
Q4 | $8.27M | Buy |
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|
2024
Q3 | $8.5M | Buy |
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|
2024
Q2 | $7.04M | Buy |
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|
2024
Q1 | $6.71M | Buy |
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|
2023
Q4 | $6.07M | Buy |
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|
2023
Q3 | $4.7M | Buy |
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|
2023
Q2 | $4.31M | Buy |
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|
2023
Q1 | $4.01M | Buy |
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|
2022
Q4 | $3.62M | Sell |
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|
2022
Q3 | $3.64M | Buy |
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|
2022
Q2 | $3.87M | Sell |
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|
2022
Q1 | $4.2M | Buy |
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|
2021
Q4 | $4.83M | Buy |
|