Heritage Family Offices’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
$246K Hold
1,504
0.12% 151
2025
Q1
$250K Buy
1,504
+84
+6% +$13.9K 0.13% 148
2024
Q4
$231K Buy
1,420
+109
+8% +$17.8K 0.12% 168
2024
Q3
$231K Sell
1,311
-26
-2% -$4.58K 0.12% 161
2024
Q2
$206K Buy
+1,337
New +$206K 0.11% 161