IFP Advisors’s Balchem Corp BCPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.6K | Sell |
104
-10
| -9% | -$1.7K | ﹤0.01% | 2843 |
|
|
2025
Q4 | $17.5K | Buy |
114
+40
| +54% | +$6.11K | ﹤0.01% | 2784 |
|
|
2025
Q3 | $11.1K | Sell |
74
-54
| -42% | -$8.51K | ﹤0.01% | 2852 |
|
|
2025
Q2 | $22.3K | Buy |
128
+82
| +178% | +$13.3K | ﹤0.01% | 2485 |
|
|
2025
Q1 | $7.64K | Buy |
46
+7
| +18% | +$1.15K | ﹤0.01% | 2665 |
|
|
2024
Q4 | $6.36K | Buy |
39
+3
| +8% | +$521 | ﹤0.01% | 2704 |
|
|
2024
Q3 | $6.34K | Hold |
36
| – | – | ﹤0.01% | 2593 |
|
|
2024
Q2 | $5.54K | Hold |
36
| – | – | ﹤0.01% | 2531 |
|
|
2024
Q1 | $5.58K | Sell |
36
-8
| -18% | -$1.19K | ﹤0.01% | 2425 |
|
|
2023
Q4 | $6.54K | Buy |
44
+22
| +100% | +$2.81K | ﹤0.01% | 2333 |
|
|
2023
Q3 | $2.73K | Hold |
22
| – | – | ﹤0.01% | 2735 |
|
|
2023
Q2 | $2.97K | Hold |
22
| – | – | ﹤0.01% | 2740 |
|
|
2023
Q1 | $2.15K | Sell |
22
-59
| -73% | -$7.63K | ﹤0.01% | 2873 |
|
|
2022
Q4 | $13K | Buy |
81
+5
| +7% | +$660 | ﹤0.01% | 3235 |
|
|
2022
Q3 | $13K | Buy |
76
+6
| +9% | +$782 | ﹤0.01% | 3486 |
|
|
2022
Q2 | $12K | Hold |
70
| – | – | ﹤0.01% | 3281 |
|
|
2022
Q1 | $12K | Buy |
70
+39
| +126% | +$5.59K | ﹤0.01% | 3281 |
|
|
2021
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 2524 |
|
|
2021
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 2676 |
|
|
2021
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 2582 |
|
|
2021
Q1 | $4K | Sell |
31
-78
| -72% | -$9.48K | ﹤0.01% | 2512 |
|
|
2020
Q4 | $12K | Hold |
109
| – | – | ﹤0.01% | 2013 |
|
|
2020
Q3 | $10K | Hold |
109
| – | – | ﹤0.01% | 1917 |
|
|
2020
Q2 | $10K | Sell |
109
-12
| -10% | -$1.12K | ﹤0.01% | 1836 |
|
|
2020
Q1 | $12K | Sell |
121
-51
| -30% | -$5.22K | ﹤0.01% | 1715 |
|
|
2019
Q4 | $18K | Buy |
172
+14
| +9% | +$1.41K | ﹤0.01% | 1668 |
|
|
2019
Q3 | $16K | Buy |
+158
| New | +$15.1K | ﹤0.01% | 1867 |
|
|
2019
Q1 | $42K | Sell |
450
-134
| -23% | -$11.6K | 0.01% | 1038 |
|
|
2018
Q4 | $46K | Sell |
584
-80
| -12% | -$7.22K | ﹤0.01% | 1662 |
|
|
2018
Q3 | $74K | Hold |
664
| – | – | ﹤0.01% | 1671 |
|
|
2018
Q2 | $65K | Buy |
664
+71
| +12% | +$6.62K | ﹤0.01% | 1757 |
|
|
2018
Q1 | $48K | Hold |
593
| – | – | ﹤0.01% | 1840 |
|
|
2017
Q4 | $48K | Buy |
593
+44
| +8% | +$3.66K | ﹤0.01% | 1857 |
|
|
2017
Q3 | $45K | Buy |
549
+8
| +1% | +$614 | ﹤0.01% | 2058 |
|
|
2017
Q2 | $42K | Buy |
541
+32
| +6% | +$2.55K | ﹤0.01% | 2094 |
|
|
2017
Q1 | $42K | Sell |
509
-110
| -18% | -$9.25K | ﹤0.01% | 2034 |
|
|
2016
Q4 | $52K | Hold |
619
| – | – | ﹤0.01% | 1867 |
|
|
2016
Q3 | $48K | Buy |
619
+46
| +8% | +$3.06K | ﹤0.01% | 1846 |
|
|
2016
Q2 | $34K | Buy |
573
+123
| +27% | +$7.52K | ﹤0.01% | 2000 |
|
|
2016
Q1 | $42K | Buy |
450
+327
| +266% | +$19.6K | 0.01% | 1037 |
|
|
2015
Q4 | $7K | Buy |
+123
| New | +$7.99K | ﹤0.01% | 2796 |
|
Other funds holding BCPC
VPM
VCM
WA
CCA
GCM