LWAM
BCPC
Legacy Wealth Asset Management’s Balchem Corporation BCPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
2,798
-4
| -0.1% | -$637 | 0.11% | 266 |
|
|
2025
Q1 | $465K | Sell |
2,802
-50
| -2% | -$8.3K | 0.13% | 250 |
|
|
2024
Q4 | $465K | Sell |
2,852
-96
| -3% | -$15.6K | 0.13% | 247 |
|
|
2024
Q3 | $519K | Sell |
2,948
-50
| -2% | -$8.8K | 0.14% | 243 |
|
|
2024
Q2 | $462K | Sell |
2,998
-19
| -0.6% | -$2.93K | 0.13% | 248 |
|
|
2024
Q1 | $467K | Sell |
3,017
-16
| -0.5% | -$2.48K | 0.13% | 244 |
|
|
2023
Q4 | $451K | Sell |
3,033
-5
| -0.2% | -$744 | 0.15% | 239 |
|
|
2023
Q3 | $377K | Sell |
3,038
-27
| -0.9% | -$3.35K | 0.14% | 251 |
|
|
2023
Q2 | $413K | Sell |
3,065
-35
| -1% | -$4.72K | 0.14% | 245 |
|
|
2023
Q1 | $392K | Sell |
3,100
-100
| -3% | -$12.6K | 0.14% | 262 |
|
|
2022
Q4 | $391K | Buy |
3,200
+36
| +1% | +$4.4K | 0.15% | 254 |
|
|
2022
Q3 | $385K | Sell |
3,164
-98
| -3% | -$11.9K | 0.17% | 220 |
|
|
2022
Q2 | $423K | Buy |
3,262
+94
| +3% | +$12.2K | 0.17% | 192 |
|
|
2022
Q1 | $433K | Sell |
3,168
-265
| -8% | -$36.2K | 0.15% | 207 |
|
|
2021
Q4 | $579K | Buy |
3,433
+126
| +4% | +$21.3K | 0.2% | 186 |
|
|
2021
Q3 | $480K | Buy |
3,307
+11
| +0.3% | +$1.6K | 0.22% | 176 |
|
|
2021
Q2 | $433K | Buy |
3,296
+43
| +1% | +$5.65K | 0.19% | 197 |
|
|
2021
Q1 | $408K | Buy |
3,253
+72
| +2% | +$9.03K | 0.19% | 200 |
|
|
2020
Q4 | $367K | Buy |
+3,181
| New | +$367K | 0.18% | 207 |
|