A detailed history of Burleson & Company, LLC transactions in Stem, Inc. stock. As of the latest transaction made, Burleson & Company, LLC holds 153,585 shares of STEM stock, worth $170,479. This represents 0.36% of its overall portfolio holdings.

Number of Shares
153,585
Previous 700,062 78.06%
Holding current value
$170,479
Previous $9.34 Million 85.32%
% of portfolio
0.36%
Previous 2.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 30, 2023

SELL
$8.33 - $14.16 $4.55 Million - $7.74 Million
-546,477 Reduced 78.06%
153,585 $1.37 Million
Q3 2022

Oct 17, 2022

SELL
$7.15 - $17.42 $72,200 - $175,907
-10,098 Reduced 1.42%
700,062 $9.34 Million
Q2 2022

Jul 13, 2022

BUY
$6.27 - $12.15 $661,836 - $1.28 Million
105,556 Added 17.46%
710,160 $5.09 Million
Q1 2022

Apr 25, 2022

BUY
$7.49 - $19.24 $740,401 - $1.9 Million
98,852 Added 19.55%
604,604 $6.66 Million
Q4 2021

Jan 25, 2022

BUY
$17.56 - $26.65 $966,818 - $1.47 Million
55,058 Added 12.22%
505,752 $9.59 Million
Q3 2021

Nov 02, 2021

BUY
$21.34 - $37.0 $9.6 Million - $16.6 Million
449,994 Added 64284.86%
450,694 $10.8 Million
Q2 2021

Jul 22, 2021

BUY
$16.38 - $36.81 $11,466 - $25,767
700 New
700 $25,000

Others Institutions Holding STEM

About STEM, INC.


  • Ticker STEM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 154,228,000
  • Market Cap $171M
  • Description
  • Stem, Inc. operates as a digitally connected and intelligent energy storage network provider in the United States and internationally. It offers energy storage systems sourced from original equipment manufacturers (OEMs). The company also provides Athena, an artificial intelligence platform, which offers battery hardware and software-enabled ser...
More about STEM
Track This Portfolio

Track Burleson & Company, LLC Portfolio

Follow Burleson & Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burleson & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burleson & Company, LLC with notifications on news.