Wells Fargo’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.5K | Sell |
6,981
-8,362
| -55% | -$52.1K | ﹤0.01% | 5140 |
|
|
2025
Q1 | $107K | Sell |
15,343
-18,591
| -55% | -$130K | ﹤0.01% | 4623 |
|
|
2024
Q4 | $409K | Buy |
33,934
+2,709
| +9% | +$32.7K | ﹤0.01% | 3858 |
|
|
2024
Q3 | $217K | Sell |
31,225
-10,559
| -25% | -$73.5K | ﹤0.01% | 4130 |
|
|
2024
Q2 | $928K | Buy |
41,784
+1,158
| +3% | +$25.7K | ﹤0.01% | 3225 |
|
|
2024
Q1 | $1.78M | Buy |
40,626
+6,288
| +18% | +$275K | ﹤0.01% | 2773 |
|
|
2023
Q4 | $2.66M | Sell |
34,338
-2,794
| -8% | -$217K | ﹤0.01% | 2418 |
|
|
2023
Q3 | $3.15M | Sell |
37,132
-5,499
| -13% | -$466K | ﹤0.01% | 2285 |
|
|
2023
Q2 | $4.88M | Buy |
42,631
+3,199
| +8% | +$366K | ﹤0.01% | 2061 |
|
|
2023
Q1 | $4.47M | Buy |
39,432
+1,373
| +4% | +$156K | ﹤0.01% | 2083 |
|
|
2022
Q4 | $6.8M | Buy |
38,059
+4,497
| +13% | +$804K | ﹤0.01% | 1736 |
|
|
2022
Q3 | $8.96M | Buy |
33,562
+3,720
| +12% | +$993K | ﹤0.01% | 1530 |
|
|
2022
Q2 | $4.27M | Sell |
29,842
-2,116
| -7% | -$303K | ﹤0.01% | 2105 |
|
|
2022
Q1 | $7.04M | Sell |
31,958
-14,996
| -32% | -$3.3M | ﹤0.01% | 2039 |
|
|
2021
Q4 | $17.8M | Buy |
46,954
+15,648
| +50% | +$5.94M | ﹤0.01% | 1357 |
|
|
2021
Q3 | $15M | Buy |
31,306
+26,580
| +562% | +$12.7M | ﹤0.01% | 1815 |
|
|
2021
Q2 | $3.4M | Buy |
4,726
+2,187
| +86% | +$1.58M | ﹤0.01% | 3083 |
|
|
2021
Q1 | $1.35M | Buy |
2,539
+2,499
| +6,248% | +$1.33M | ﹤0.01% | 3785 |
|
|
2020
Q4 | $16K | Buy |
+40
| New | +$16K | ﹤0.01% | 5662 |
|