Balchem Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Balchem Corporation (BCPC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Balchem Corporation
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Quarterly reported holdings in Balchem Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 7.5k | 162.99 |
| 2024-09-30 | $975k | 5.5k | 176.00 |
| 2024-06-30 | $665k | 4.3k | 153.94 |
| 2024-03-31 | $615k | 4.0k | 154.94 |
| 2023-09-30 | $805k | 6.5k | 124.05 |
| 2023-06-30 | $3.8M | 28k | 134.81 |
| 2023-03-31 | $2.8M | 22k | 126.48 |
| 2022-12-31 | $2.7M | 22k | 122.11 |
| 2022-09-30 | $2.6M | 21k | 121.57 |
| 2022-06-30 | $2.4M | 18k | 129.74 |
| 2022-03-31 | $1.9M | 14k | 136.71 |
| 2021-12-31 | $1.4M | 8.5k | 168.58 |
| 2021-09-30 | $841k | 5.8k | 145.05 |
| 2021-06-30 | $791k | 6.0k | 131.57 |
| 2021-03-31 | $770k | 6.1k | 125.49 |
| 2020-12-31 | $702k | 6.1k | 115.27 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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