SageView Advisory Group’s Balchem Corporation BCPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Hold |
3,887
| – | – | 0.02% | 340 |
|
|
2025
Q1 | $645K | Sell |
3,887
-548
| -12% | -$91K | 0.03% | 291 |
|
|
2024
Q4 | $723K | Sell |
4,435
-218
| -5% | -$35.5K | 0.03% | 273 |
|
|
2024
Q3 | $819K | Buy |
4,653
+169
| +4% | +$29.7K | 0.04% | 225 |
|
|
2024
Q2 | $690K | Sell |
4,484
-441
| -9% | -$67.9K | 0.03% | 285 |
|
|
2024
Q1 | $763K | Buy |
4,925
+562
| +13% | +$87.1K | 0.04% | 239 |
|
|
2023
Q4 | $624K | Sell |
4,363
-451
| -9% | -$64.5K | 0.03% | 345 |
|
|
2023
Q3 | $597K | Buy |
4,814
+98
| +2% | +$12.2K | 0.03% | 304 |
|
|
2023
Q2 | $636K | Buy |
4,716
+198
| +4% | +$26.7K | 0.04% | 307 |
|
|
2023
Q1 | $571K | Buy |
4,518
+57
| +1% | +$7.21K | 0.04% | 286 |
|
|
2022
Q4 | $545K | Buy |
+4,461
| New | +$545K | 0.04% | 229 |
|