Marshall & Sterling 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
$537K Buy
3,376
+1
+0% +$159 0.36% 53
2025
Q1
$560K Sell
3,375
-126
-4% -$20.9K 0.38% 52
2024
Q4
$570K Buy
+3,501
New +$570K 0.39% 48