LGT Financial 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
Q1 | – | Sell |
-155
| Closed | -$25.3K | – | 751 |
|
2024
Q4 | $25.3K | Hold |
155
| – | – | 0.06% | 260 |
|
2024
Q3 | $27.3K | Hold |
155
| – | – | 0.07% | 215 |
|
2024
Q2 | $23.9K | Hold |
155
| – | – | 0.05% | 265 |
|
2024
Q1 | $24K | Hold |
155
| – | – | 0.03% | 329 |
|
2023
Q4 | $23.1K | Hold |
155
| – | – | 0.03% | 325 |
|
2023
Q3 | $19.2K | Buy |
+155
| New | +$19.2K | 0.02% | 349 |
|