Heritage Wealth Management (Arizona)’s Balchem Corporation BCPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $206K | Sell |
1,337
-140
| -9% | -$21.6K | 0.11% | 161 |
|
|
2024
Q1 | $229K | Sell |
1,477
-46
| -3% | -$7.13K | 0.12% | 160 |
|
|
2023
Q4 | $227K | Buy |
+1,523
| New | +$227K | 0.12% | 148 |
|
|
2022
Q4 | $535K | Buy |
4,381
+2,348
| +115% | +$287K | 0.08% | 198 |
|
|
2022
Q3 | $247K | Buy |
2,033
+361
| +22% | +$43.9K | 0.08% | 186 |
|
|
2022
Q2 | $217K | Buy |
1,672
+129
| +8% | +$16.7K | 0.07% | 223 |
|
|
2022
Q1 | $211K | Buy |
+1,543
| New | +$211K | 0.06% | 264 |
|
|
2021
Q3 | $150K | Buy |
1,035
+181
| +21% | +$26.2K | 0.05% | 264 |
|
|
2021
Q2 | $112K | Buy |
854
+302
| +55% | +$39.6K | 0.04% | 320 |
|
|
2021
Q1 | $69K | Buy |
+552
| New | +$69K | 0.04% | 313 |
|