Steward Partners Investment Advisory’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 | $357K | Hold |
2,240
| – | – | ﹤0.01% | 1467 |
|
|
2025
Q1 | $372K | Hold |
2,240
| – | – | ﹤0.01% | 1348 |
|
|
2024
Q4 | $365K | Hold |
2,240
| – | – | ﹤0.01% | 1306 |
|
|
2024
Q3 | $394K | Buy |
+2,240
| New | +$394K | ﹤0.01% | 1210 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | -$3K | – | 3464 |
|
|
2022
Q3 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 2982 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$1K | – | 3516 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2830 |
|
|
2018
Q4 | – | Sell |
-20
| Closed | -$2K | – | 2237 |
|
|
2018
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 2420 |
|