A detailed history of Heritage Wealth Management, LLC transactions in Balchem Corp stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,337 shares of BCPC stock, worth $234,496. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,337
Previous 1,477 9.48%
Holding current value
$234,496
Previous $228,000 10.09%
% of portfolio
0.12%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$138.5 - $156.63 $19,390 - $21,928
-140 Reduced 9.48%
1,337 $205,000
Q1 2024

Apr 25, 2024

SELL
$137.06 - $157.27 $6,304 - $7,234
-46 Reduced 3.02%
1,477 $228,000
Q4 2023

Feb 06, 2024

SELL
$115.08 - $150.35 $328,898 - $429,700
-2,858 Reduced 65.24%
1,523 $226,000
Q4 2022

Feb 13, 2023

BUY
$120.16 - $142.73 $282,135 - $335,130
2,348 Added 115.49%
4,381 $534,000
Q3 2022

Nov 14, 2022

BUY
$119.7 - $141.48 $43,211 - $51,074
361 Added 21.59%
2,033 $247,000
Q2 2022

Aug 15, 2022

BUY
$113.6 - $139.82 $14,654 - $18,036
129 Added 8.36%
1,672 $216,000
Q1 2022

Aug 15, 2022

BUY
$131.21 - $167.55 $66,654 - $85,115
508 Added 49.08%
1,543 $211,000
Q3 2021

Nov 10, 2021

BUY
$129.2 - $150.61 $23,385 - $27,260
181 Added 21.19%
1,035 $150,000
Q2 2021

Aug 11, 2021

BUY
$119.87 - $133.92 $36,200 - $40,443
302 Added 54.71%
854 $112,000
Q1 2021

Jul 16, 2021

BUY
$107.03 - $131.53 $59,080 - $72,604
552 New
552 $69,000

Others Institutions Holding BCPC

About BALCHEM CORP


  • Ticker BCPC
  • Exchange NASDAQ
  • Sector Basic Materials
  • Industry Specialty Chemicals
  • Shares Outstandng 32,120,600
  • Market Cap $5.63B
  • Description
  • Balchem Corporation develops, manufactures, and markets specialty performance ingredients and products for the nutritional, food, pharmaceutical, animal health, medical device sterilization, plant nutrition, and industrial markets in the United States and internationally. It operates through three segments: Human Nutrition & Health, Animal N...
More about BCPC
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