JFS Wealth Advisors’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 | $3.66K | Hold |
23
| – | – | ﹤0.01% | 1196 |
|
|
2025
Q1 | $3.82K | Hold |
23
| – | – | ﹤0.01% | 1232 |
|
|
2024
Q4 | $3.75K | Hold |
23
| – | – | ﹤0.01% | 1230 |
|
|
2024
Q3 | $4.05K | Buy |
23
+1
| +5% | +$176 | ﹤0.01% | 1195 |
|
|
2024
Q2 | $3.39K | Hold |
22
| – | – | ﹤0.01% | 1221 |
|
|
2024
Q1 | $3.41K | Hold |
22
| – | – | ﹤0.01% | 1245 |
|
|
2023
Q4 | $3.27K | Hold |
22
| – | – | ﹤0.01% | 1225 |
|
|
2023
Q3 | $2.73K | Hold |
22
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q2 | $2.97K | Sell |
22
-37
| -63% | -$4.99K | ﹤0.01% | 1234 |
|
|
2023
Q1 | $7.46K | Sell |
59
-1
| -2% | -$126 | ﹤0.01% | 828 |
|
|
2022
Q4 | $7.33K | Hold |
60
| – | – | ﹤0.01% | 828 |
|
|
2022
Q3 | $7K | Sell |
60
-3
| -5% | -$350 | ﹤0.01% | 886 |
|
|
2022
Q2 | $8K | Buy |
63
+15
| +31% | +$1.91K | ﹤0.01% | 851 |
|
|
2022
Q1 | $7K | Buy |
48
+4
| +9% | +$583 | ﹤0.01% | 942 |
|
|
2021
Q4 | $7K | Buy |
44
+7
| +19% | +$1.11K | ﹤0.01% | 750 |
|
|
2021
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 722 |
|
|
2021
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 502 |
|
|
2021
Q1 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 472 |
|