HB Wealth Management’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $10.3K | Buy |
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|
2024
Q4 | $17.7K | Hold |
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|
2024
Q3 | $10.2K | Sell |
|
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|
2024
Q2 | $35.2K | Sell |
|
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|
2024
Q1 | $69.8K | Buy |
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|
2023
Q4 | $119K | Sell |
|
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $177K | Buy |
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|
2023
Q1 | $173K | Hold |
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|
2022
Q4 | $273K | Buy |
|