Montag & Associates’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 | $1.46K | Hold |
9
| – | – | ﹤0.01% | 881 |
|
|
2025
Q1 | $1.42K | Buy |
9
+3
| +50% | +$474 | ﹤0.01% | 925 |
|
|
2024
Q4 | $936 | Hold |
6
| – | – | ﹤0.01% | 957 |
|
|
2024
Q3 | $1.01K | Sell |
6
-2
| -25% | -$335 | ﹤0.01% | 979 |
|
|
2024
Q2 | $1.2K | Hold |
8
| – | – | ﹤0.01% | 914 |
|
|
2024
Q1 | $1.2K | Buy |
+8
| New | +$1.2K | ﹤0.01% | 906 |
|