IFP Advisors’s Balchem Corporation BCPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.3K | Buy |
128
+82
| +178% | +$14.3K | ﹤0.01% | 2485 |
|
2025
Q1 | $7.64K | Buy |
46
+7
| +18% | +$1.16K | ﹤0.01% | 2665 |
|
2024
Q4 | $6.36K | Buy |
39
+3
| +8% | +$489 | ﹤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% | -$1.24K | ﹤0.01% | 2425 |
|
2023
Q4 | $6.54K | Buy |
44
+22
| +100% | +$3.27K | ﹤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% | -$5.77K | ﹤0.01% | 2873 |
|
2022
Q4 | $13K | Buy |
81
+5
| +7% | +$802 | ﹤0.01% | 3235 |
|
2022
Q3 | $13K | Buy |
76
+6
| +9% | +$1.03K | ﹤0.01% | 3487 |
|
2022
Q2 | $12K | Hold |
70
| – | – | ﹤0.01% | 3282 |
|
2022
Q1 | $12K | Buy |
70
+39
| +126% | +$6.69K | ﹤0.01% | 3282 |
|
2021
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 2480 |
|
2021
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 2615 |
|
2021
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 2564 |
|
2021
Q1 | $4K | Sell |
31
-78
| -72% | -$10.1K | ﹤0.01% | 2491 |
|
2020
Q4 | $12K | Hold |
109
| – | – | ﹤0.01% | 2009 |
|
2020
Q3 | $10K | Hold |
109
| – | – | ﹤0.01% | 1911 |
|
2020
Q2 | $10K | Sell |
109
-12
| -10% | -$1.1K | ﹤0.01% | 1827 |
|
2020
Q1 | $12K | Sell |
121
-51
| -30% | -$5.06K | ﹤0.01% | 1704 |
|
2019
Q4 | $18K | Buy |
172
+14
| +9% | +$1.47K | ﹤0.01% | 1667 |
|
2019
Q3 | $16K | Buy |
+158
| New | +$16K | ﹤0.01% | 1864 |
|
2019
Q1 | $42K | Sell |
450
-134
| -23% | -$12.5K | 0.01% | 1038 |
|
2018
Q4 | $46K | Sell |
584
-80
| -12% | -$6.3K | ﹤0.01% | 1650 |
|
2018
Q3 | $74K | Hold |
664
| – | – | ﹤0.01% | 1663 |
|
2018
Q2 | $65K | Buy |
664
+71
| +12% | +$6.95K | ﹤0.01% | 1739 |
|
2018
Q1 | $48K | Hold |
593
| – | – | ﹤0.01% | 1840 |
|
2017
Q4 | $48K | Buy |
593
+44
| +8% | +$3.56K | ﹤0.01% | 1836 |
|
2017
Q3 | $45K | Buy |
549
+8
| +1% | +$656 | ﹤0.01% | 2042 |
|
2017
Q2 | $42K | Buy |
541
+32
| +6% | +$2.48K | ﹤0.01% | 2078 |
|
2017
Q1 | $42K | Sell |
509
-110
| -18% | -$9.08K | ﹤0.01% | 2018 |
|
2016
Q4 | $52K | Hold |
619
| – | – | ﹤0.01% | 1856 |
|
2016
Q3 | $48K | Buy |
619
+46
| +8% | +$3.57K | ﹤0.01% | 1836 |
|
2016
Q2 | $34K | Buy |
573
+123
| +27% | +$7.3K | ﹤0.01% | 1991 |
|
2016
Q1 | $42K | Buy |
450
+327
| +266% | +$30.5K | 0.01% | 1038 |
|
2015
Q4 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 2781 |
|