Creative Planning’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
Q3 | $2.3M | Buy |
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|
2025
Q2 | $1.71M | Sell |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $681K | Buy |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $253K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $49K | Hold |
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|
2017
Q1 | $52K | Sell |
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|
2016
Q4 | $79K | Hold |
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|
2016
Q3 | $73K | Sell |
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|
2016
Q2 | $668K | Buy |
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|
2016
Q1 | $692K | Buy |
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|
2015
Q4 | $676K | Hold |
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|
2015
Q3 | $676K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $27K | Sell |
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|
2014
Q4 | $35K | Sell |
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|
2014
Q3 | $43K | Buy |
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|
2014
Q2 | $37K | Buy |
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|
2014
Q1 | $35K | Buy |
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|
2013
Q4 | $21K | Buy |
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|
2013
Q3 | $10K | Buy |
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