Evergreen Capital 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 | $235K | Sell |
1,477
-745
| -34% | -$119K | 0.01% | 938 |
|
|
2025
Q1 | $369K | Buy |
2,222
+327
| +17% | +$54.3K | 0.01% | 636 |
|
|
2024
Q4 | $311K | Buy |
1,895
+107
| +6% | +$17.5K | 0.01% | 717 |
|
|
2024
Q3 | $315K | Buy |
1,788
+44
| +3% | +$7.74K | 0.01% | 688 |
|
|
2024
Q2 | $268K | Buy |
+1,744
| New | +$268K | 0.01% | 703 |
|
|
2023
Q4 | – | Sell |
-1,905
| Closed | -$236K | – | 912 |
|
|
2023
Q3 | $236K | Buy |
1,905
+156
| +9% | +$19.4K | 0.01% | 647 |
|
|
2023
Q2 | $236K | Buy |
+1,749
| New | +$236K | 0.01% | 659 |
|
|
2022
Q2 | – | Sell |
-1,667
| Closed | -$228K | – | 691 |
|
|
2022
Q1 | $228K | Buy |
1,667
+239
| +17% | +$32.7K | 0.01% | 571 |
|
|
2021
Q4 | $241K | Buy |
1,428
+23
| +2% | +$3.88K | 0.01% | 539 |
|
|
2021
Q3 | $204K | Buy |
+1,405
| New | +$204K | 0.01% | 545 |
|