A detailed history of Integrated Wealth Concepts LLC transactions in Stem, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 40,645 shares of STEM stock, worth $15,851. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40,645
Previous 46,445 12.49%
Holding current value
$15,851
Previous $51,000 72.55%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$0.31 - $1.52 $1,798 - $8,816
-5,800 Reduced 12.49%
40,645 $14,000
Q2 2024

Aug 14, 2024

SELL
$1.1 - $2.11 $6,050 - $11,605
-5,500 Reduced 10.59%
46,445 $51,000
Q1 2024

May 15, 2024

BUY
$1.78 - $3.74 $45,274 - $95,126
25,435 Added 95.94%
51,945 $113,000
Q4 2023

Feb 13, 2024

SELL
$2.4 - $4.14 $7,036 - $12,138
-2,932 Reduced 9.96%
26,510 $102,000
Q3 2023

Nov 15, 2023

SELL
$4.06 - $7.34 $93 - $168
-23 Reduced 0.08%
29,442 $124,000
Q2 2023

Aug 15, 2023

BUY
$3.8 - $6.54 $58,630 - $100,905
15,429 Added 109.92%
29,465 $168,000
Q1 2023

May 03, 2023

BUY
$5.5 - $10.75 $77,198 - $150,887
14,036 New
14,036 $80,000

Others Institutions Holding STEM

About STEM, INC.


  • Ticker STEM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 154,228,000
  • Market Cap $60.1M
  • 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
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