Mission Wealth Management’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 | $239K | Buy |
1,500
+4
| +0.3% | +$637 | 0.01% | 593 |
|
|
2025
Q1 | $248K | Hold |
1,496
| – | – | 0.01% | 563 |
|
|
2024
Q4 | $244K | Hold |
1,496
| – | – | 0.01% | 557 |
|
|
2024
Q3 | $263K | Hold |
1,496
| – | – | 0.01% | 544 |
|
|
2024
Q2 | $230K | Hold |
1,496
| – | – | 0.01% | 559 |
|
|
2024
Q1 | $232K | Hold |
1,496
| – | – | 0.01% | 570 |
|
|
2023
Q4 | $223K | Buy |
+1,496
| New | +$223K | 0.01% | 506 |
|
|
2023
Q3 | – | Sell |
-1,496
| Closed | -$202K | – | 554 |
|
|
2023
Q2 | $202K | Buy |
+1,496
| New | +$202K | 0.01% | 506 |
|