Morgan Stanley’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $425K | Buy |
48,035
+23,961
| +100% | +$322K | ﹤0.01% | 5558 |
|
|
2025
Q4 | $362K | Buy |
24,074
+652
| +3% | +$12.5K | ﹤0.01% | 5678 |
|
|
2025
Q3 | $410K | Buy |
23,422
+9,449
| +68% | +$134K | ﹤0.01% | 5592 |
|
|
2025
Q2 | $87.1K | Sell |
13,973
-10,985
| -44% | -$98.5K | ﹤0.01% | 6184 |
|
|
2025
Q1 | $175K | Sell |
24,958
-25,341
| -50% | -$293K | ﹤0.01% | 5787 |
|
|
2024
Q4 | $607K | Buy |
50,299
+3,431
| +7% | +$29.5K | ﹤0.01% | 5341 |
|
|
2024
Q3 | $326K | Buy |
46,868
+11,409
| +32% | +$180K | ﹤0.01% | 5577 |
|
|
2024
Q2 | $787K | Sell |
35,459
-34,340
| -49% | -$1.01M | ﹤0.01% | 5098 |
|
|
2024
Q1 | $3.06M | Sell |
69,799
-76,918
| -52% | -$4.28M | ﹤0.01% | 4306 |
|
|
2023
Q4 | $11.4M | Buy |
146,717
+43,930
| +43% | +$3.03M | ﹤0.01% | 3816 |
|
|
2023
Q3 | $8.72M | Buy |
102,787
+31,358
| +44% | +$3.58M | ﹤0.01% | 3250 |
|
|
2023
Q2 | $8.17M | Sell |
71,429
-9,923
| -12% | -$985K | ﹤0.01% | 3353 |
|
|
2023
Q1 | $9.23M | Buy |
81,352
+33,418
| +70% | +$5.66M | ﹤0.01% | 3221 |
|
|
2022
Q4 | $8.57M | Sell |
47,934
-155
| -0.3% | -$37.2K | ﹤0.01% | 3224 |
|
|
2022
Q3 | $12.8M | Sell |
48,089
-1,929
| -4% | -$493K | ﹤0.01% | 2689 |
|
|
2022
Q2 | $7.16M | Sell |
50,018
-3,277
| -6% | -$545K | ﹤0.01% | 3421 |
|
|
2022
Q1 | $11.7M | Sell |
53,295
-16,013
| -23% | -$3.73M | ﹤0.01% | 2722 |
|
|
2021
Q4 | $26.3M | Buy |
69,308
+62,642
| +940% | +$27.1M | ﹤0.01% | 1877 |
|
|
2021
Q3 | $3.19M | Buy |
6,666
+809
| +14% | +$426K | ﹤0.01% | 4165 |
|
|
2021
Q2 | $4.22M | Buy |
5,857
+5,808
| +11,853% | +$3.16M | ﹤0.01% | 3957 |
|
|
2021
Q1 | $26K | Sell |
49
-93
| -65% | -$59.7K | ﹤0.01% | 6630 |
|
|
2020
Q4 | $58K | Buy |
+142
| New | +$35.8K | ﹤0.01% | 6114 |
|
Other funds holding STEM
VCM
GCP
TI
BCM
